Personal Lines Renewal & Client Manager

World Insurance Associates LLC; Bridgewater (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates is seeking an experienced insurance professional to support client service as a renewal-focused associate. You will evaluate exposures, quote renewals, and advise on coverage, using rater tools to obtain quotes and manage billing processes. Strong communication and detailed documentation are essential.

The role requires a Property & Casualty license and a solid background in Personal Property and Casualty insurance, with proficiency in MS Office and EPIC.

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Proficient in MS Office and client communication tools.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations and obtain quotes using comparative raters.
• Transact agency billing and notify carriers of bindings.
• Review binding documents for accuracy.
• Setup and maintain account details and policy information in system EPIC.

Skills

Excel proficiency

Word

MS Office

Communication skills

Team player

Attention to detail

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates is seeking an experienced insurance professional to support client service as a renewal-focused associate. You will evaluate exposures, quote renewals, and advise on coverage, using rater tools to obtain quotes and manage billing processes. Strong communication and detailed documentation are essential.

The role requires a Property & Casualty license and a solid background in Personal Property and Casualty insurance, with proficiency in MS Office and EPIC.