Personal Lines Renewal & Client Solutions Specialist

World Insurance As; Wakefield (MA); On-site; USD 40,000 - 60,000; Full time

Job summary

World Insurance Associates in Massachusetts is seeking a client service professional to support personal property and casualty renewals. With guidance, you will evaluate exposures, review upcoming renewals, and make coverage recommendations while using EPIC and other tools to manage accounts.

The role emphasizes accuracy, timely communication, and teamwork in a fast-paced office setting. A HS diploma and state Property & Casualty license are required, with 3+ years of P&C experience.

Qualifications

• 3+ years’ experience in Personal Property and Casualty.
• Must hold state Property & Casualty insurance license.
• Strong written and verbal communication skills.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Utilize comparative rater tool to obtain quotes.
• Transact agency billing (where applicable).
• Obtain signed binding and notifies carriers.
• Reviews binding documents for accuracy.
• Setup and maintain accurate account details, contacts, and policy information in EPIC.

Skills

Excel

MS Office

Communication

Team player

Attention to detail

Education

HS Diploma or equivalent

Tools

EPIC system

Job description

World Insurance Associates in Massachusetts is seeking a client service professional to support personal property and casualty renewals. With guidance, you will evaluate exposures, review upcoming renewals, and make coverage recommendations while using EPIC and other tools to manage accounts.

The role emphasizes accuracy, timely communication, and teamwork in a fast-paced office setting. A HS diploma and state Property & Casualty license are required, with 3+ years of P&C experience.