Personal Lines Client Manager – Renewal & Coverage Expert

Insurancecenterinc; Tampa (FL); On-site; USD 48,000 - 66,000; Full time

Job summary

World Insurance Associates is seeking an experienced client service professional for property & casualty accounts in a fast-paced environment. The role focuses on evaluating exposures, processing renewals, and delivering accurate coverage recommendations.

You will work with renewals, endorsements, proofs of insurance, and billing processes, leveraging EPIC and templates to communicate with clients and carriers. Strong attention to detail and teamwork are essential.

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Utilize comparative rater tool to obtain quotes.
• Transact agency billing (where applicable).
• Obtain signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Setup and maintain accurate account details, contacts, and policy information in EPIC.

Skills

Excel

Word

MS Office

Communication

Team player

Attention to detail

Problem solving

Education

HS Diploma or equivalent

Tools

EPIC

Comparative Rater

Job description

World Insurance Associates is seeking an experienced client service professional for property & casualty accounts in a fast-paced environment. The role focuses on evaluating exposures, processing renewals, and delivering accurate coverage recommendations.

You will work with renewals, endorsements, proofs of insurance, and billing processes, leveraging EPIC and templates to communicate with clients and carriers. Strong attention to detail and teamwork are essential.