Personal Lines Client Manager: Renewal & Service Lead

Alamo Insurance Services Inc.; Madisonville (LA); Sur place; USD 52 000 - 78 000; Plein temps

Résumé du poste

World Insurance Associates is seeking an experienced client service professional to support personal property and casualty renewals. You will evaluate exposures, prepare renewal quotes, and work with clients to ensure accurate coverage and timely communications.

The role emphasizes accuracy, license compliance, and collaboration with carriers and internal teams to drive seamless renewal processes and customer satisfaction.

Qualifications

• Must hold state Property & Casualty insurance license
• Proficient in Excel, Word and MS Office.
• Strong written, oral, and interpersonal communication.
• Ability to collaborate with clients and team members.
• Detail-oriented with project workflow discipline.

Responsabilités

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Transact agency billing where applicable.
• Obtain signed binding and notify carriers.
• Reviews binding documents for accuracy.
• Setup and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance.
• Attach, organize, and name documents in EPIC.
• Initiate endorsements and invoices.
• Create activities in EPIC and assign to applicable team member.
• Pull items such as MVR, CLUES, Risk Meters, RCE.

Connaissances

Communication skills

Customer service

Attention to detail

Formation

HS Diploma or equivalent

Outils

Excel

Word

MS Office

Description du poste

World Insurance Associates is seeking an experienced client service professional to support personal property and casualty renewals. You will evaluate exposures, prepare renewal quotes, and work with clients to ensure accurate coverage and timely communications.

The role emphasizes accuracy, license compliance, and collaboration with carriers and internal teams to drive seamless renewal processes and customer satisfaction.