Personal Lines Client Success Manager

Alamo Insurance Services Inc.; Bridgewater (MA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

World Insurance Associates is seeking a client-focused service professional in Massachusetts to support personal property and casualty accounts. You will evaluate exposures, assist with renewals, and coordinate coverage recommendations with carriers.

The role emphasizes accuracy, timely processing, and proficient use of EPIC and MS Office, while maintaining strong client relationships within a team environment.

Qualifikationen

• 3+ years' experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Strong written, oral, and interpersonal communication skills; ability to meet timelines.

Aufgaben

• Evaluates exposures and renewal quotes.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations and transact agency billing where applicable.
• Obtain signed binding and notify carriers; review binding documents for accuracy.
• Setup and maintain accurate account details in EPIC; process renewals, endorsements, cancellations, and proofs of insurance.

Kenntnisse

Client service

Insurance knowledge

Excel formulas

Communication skills

Team player

Ausbildung

HS Diploma or equivalent

Tools

EPIC

MS Office

Jobbeschreibung

World Insurance Associates is seeking a client-focused service professional in Massachusetts to support personal property and casualty accounts. You will evaluate exposures, assist with renewals, and coordinate coverage recommendations with carriers.

The role emphasizes accuracy, timely processing, and proficient use of EPIC and MS Office, while maintaining strong client relationships within a team environment.