Personal Lines Client Success Manager

World Insurance As; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

World Insurance Associates in Miami seeks an experienced client services professional focused on personal property and casualty. Under guidance, you will support renewal processes, evaluate exposures, and help drive client satisfaction.

You will work with the EPIC system, prepare documents, and coordinate with carriers. A state Property & Casualty license and 3+ years of P&C experience are required; strong Excel/Office skills are essential.

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Demonstrated proficiency with MS Office applications.
• Strong communication and client-service orientation.

Responsibilities

• Evaluates exposures and renewal quotes.
• Reviews upcoming renewals and determines accounts warrant remarket.
• Make coverage recommendations and obtain quotes.
• Transact agency billing and support document management in EPIC.
• Process renewals and endorsements with accuracy.

Skills

Excel

MS Office

Word

Client service

Communication

Education

State Property & Casualty license

Tools

EPIC

Job description

World Insurance Associates in Miami seeks an experienced client services professional focused on personal property and casualty. Under guidance, you will support renewal processes, evaluate exposures, and help drive client satisfaction.

You will work with the EPIC system, prepare documents, and coordinate with carriers. A state Property & Casualty license and 3+ years of P&C experience are required; strong Excel/Office skills are essential.