Personal Lines Client Manager - Renewal & Service Lead

World Insurance As; Houston (TX); Vor Ort; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

World Insurance Associates in Houston, TX seeks an experienced Client Services professional in Personal Property and Casualty. Under guidance, you will handle renewal evaluations, coordinate with carriers, and support billing and policy data in EPIC.

You will contribute to client relationships, ensure accuracy, and help drive timely renewals in a fast-paced environment. Ideal candidates hold a Property & Casualty license, have strong Excel/MS Office skills, and collaborate with colleagues to

Qualifikationen

• HS Diploma or equivalent required; insurance license preferred.
• Proven client service experience in personal property and casualty expected.
• Strong communication and teamwork skills; able to manage time and meet deadlines.

Aufgaben

• Evaluates exposures and renewal quotes and communicates outcomes.
• Reviews renewals and determines which accounts require remarket or adjustments.
• Makes coverage recommendations and uses comparative raters for quotes.
• Transacts agency billing and notifies carriers of changes.
• Maintains accurate account details and policy information in EPIC.
• Processes renewals, endorsements, cancellations, and proofs of insurance.
• Creates, organizes, and stores documents in EPIC; initiates endorsements and invoices.

Kenntnisse

Client relationships

Communication

Team player

Attention to detail

Problem solving

Ausbildung

HS Diploma or equivalent

Tools

EPIC

Comparative rater tool

Excel

Word

MS Office

Jobbeschreibung

World Insurance Associates in Houston, TX seeks an experienced Client Services professional in Personal Property and Casualty. Under guidance, you will handle renewal evaluations, coordinate with carriers, and support billing and policy data in EPIC.

You will contribute to client relationships, ensure accuracy, and help drive timely renewals in a fast-paced environment. Ideal candidates hold a Property & Casualty license, have strong Excel/MS Office skills, and collaborate with colleagues to