Personal Lines Renewal & Client Success Manager

Alamo Insurance Services Inc.; Lincoln (RI); On-site; USD 40,000 - 70,000; Full time

Job summary

World Insurance Associates is seeking a client-focused professional to support personal property and casualty renewals from its Massachusetts office. You will evaluate exposures, advise on coverage, and manage billing and documentation in EPIC while maintaining strong client relationships.

This role requires a Property & Casualty license, Excel expertise, and clear communication within a fast-paced team environment. Competitive benefits and a structured process await.

Qualifications

• Must hold state Property & Casualty insurance license.
• Functional knowledge of Excel for creating and evaluating formulas in templates.
• Strong written, oral and interpersonal communication skills.

Responsibilities

• Lead client service activities with guidance.
• Review renewals and determine accounts warrant remarket.
• Make coverage recommendations and transact agency billing where applicable.
• Obtain signed bindings and notify carriers; review documents for accuracy.
• Prepare standard client and carrier communications using templates and forms.

Skills

Insurance license

Excel proficiency

Communication skills

Team player

Education

HS Diploma or equivalent

Tools

EPIC

MS Office

Job description

World Insurance Associates is seeking a client-focused professional to support personal property and casualty renewals from its Massachusetts office. You will evaluate exposures, advise on coverage, and manage billing and documentation in EPIC while maintaining strong client relationships.

This role requires a Property & Casualty license, Excel expertise, and clear communication within a fast-paced team environment. Competitive benefits and a structured process await.