Personal Lines Client Success & Renewal Lead

World Insurance As; Alexandria (LA); Presencial; USD 55.000 - 85.000; Tempo integral

Resumo da vaga

World Insurance Associates is a leading insurance broker seeking an experienced Personal Property & Casualty professional to support client service and renewal processes. The role requires handling renewals, evaluating exposures, and making coverage recommendations with accuracy and attention to detail.

You will work with EPIC and templates to produce client communications, endorsements, and invoices, while maintaining strong relationships with clients and carriers in a fast-paced office

Qualificações

• 3+ years of Personal Property and Casualty experience required.
• Must hold state Property & Casualty license.

Responsabilidades

• Evaluate exposures and renewal quotes.
• Review renewals and determine remarketing needs.
• Make coverage recommendations and obtain quotes.
• Process renewals, endorsements, and proofs of insurance.
• Maintain accurate account details in EPIC and generate client communications.

Conhecimentos

Excel

Word

MS Office

Client relations

Attention to detail

Formação

HS Diploma or equivalent

Ferramentas

EPIC

Descrição da vaga

World Insurance Associates is a leading insurance broker seeking an experienced Personal Property & Casualty professional to support client service and renewal processes. The role requires handling renewals, evaluating exposures, and making coverage recommendations with accuracy and attention to detail.

You will work with EPIC and templates to produce client communications, endorsements, and invoices, while maintaining strong relationships with clients and carriers in a fast-paced office