Personal Lines Client Manager: Client-Centric Insurance

Insurancecenterinc; Village of Brewster (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

World Insurance Associates in New York is seeking a qualified client service professional with 3+ years in Personal Property and Casualty insurance to support renewals, policy maintenance, and client communications. You will manage endorsements, proofs of insurance, and invoicing while leveraging EPIC and MS Office tools.

The role requires a NY Property & Casualty license, strong Excel/Word skills, and the ability to collaborate with teams in a fast-paced environment.

Qualifications

• Must hold state Property & Casualty insurance license.
• 3+ years experience in Personal Property and Casualty insurance.
• Strong Excel/Word skills and ability to work with templates and forms.

Responsibilities

• Lead client service activities and renewals under guidance.
• Process renewals, endorsements, cancellations, and proofs of insurance.
• Maintain accurate policy details in EPIC and initiate endorsements and invoicing.

Skills

Excel proficiency

Word

Client relations

Communication skills

Detail-oriented

Team player

Education

HS Diploma or equivalent

Tools

MS Office

Job description

World Insurance Associates in New York is seeking a qualified client service professional with 3+ years in Personal Property and Casualty insurance to support renewals, policy maintenance, and client communications. You will manage endorsements, proofs of insurance, and invoicing while leveraging EPIC and MS Office tools.

The role requires a NY Property & Casualty license, strong Excel/Word skills, and the ability to collaborate with teams in a fast-paced environment.