Personal Lines Renewal & Client Success Manager

World Insurance Associates LLC; Middletown (CT); On-site; USD 60,000 - 88,000; Full time

Job summary

World Insurance Associates is seeking an experienced insurance professional to lead client service activities, renewals, and account maintenance. The role emphasizes evaluating exposures, making coverage recommendations, and handling endorsements and invoicing with accuracy.

In this position you will work closely with clients, carriers, and internal teams to ensure timely renewals, proper documentation, and high levels of service.

Qualifications

• 3+ years’ experience in Personal Property and Casualty.
• Must hold state Property & Casualty license.
• Proficient in MS Office and Excel.

Responsibilities

• Evaluates exposures and renewal quotes.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations and obtain quotes.
• Process renewals, endorsements, and proofs of insurance.
• Maintain accurate account details in EPIC.
• Communicate with clients and carriers effectively.

Skills

Excel

Word

MS Office

Client relations

Communication

Attention to detail

Team player

Problem solving

Fast-paced environment

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates is seeking an experienced insurance professional to lead client service activities, renewals, and account maintenance. The role emphasizes evaluating exposures, making coverage recommendations, and handling endorsements and invoicing with accuracy.

In this position you will work closely with clients, carriers, and internal teams to ensure timely renewals, proper documentation, and high levels of service.