Personal Lines Renewal & Service Lead

World Insurance Associates LLC; Cambridge Springs (Crawford County); On-site; USD 50,000 - 70,000; Full time

Job summary

World Insurance Associates, a national broker, seeks a renewal-focused client service professional with 3+ years in Personal Property and Casualty. The role requires P&C license, strong Excel/MS Office skills, and the ability to manage renewals, billing, and documentation in EPIC.

Collaborate with teams to deliver accurate, timely client communications. The position is based in New York with a competitive salary and benefits package.

Qualifications

• Must hold state Property & Casualty insurance license.
• Excel is used for creating, formatting, and evaluating formulas within templates.
• Strong written, oral, and interpersonal communication skills; team player and collaborative.

Responsibilities

• Evaluates exposures and renewal quote.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Transact agency billing where applicable.
• Obtain signed binding and notify carriers.
• Reviews binding documents for accuracy.
• Setup and maintain accurate account details, contacts, and policy information in EPIC.
• Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance.
• Attach, organize, and name documents in EPIC.
• Initiate endorsements, proofs of insurance and invoices.
• Leverage templates and system-generated letters to produce standard communications to clients and carriers.
• Create activities in EPIC and assign to applicable team member.

Skills

Client service

Renewals

Renewal messaging

Coverage recommendations

Agency Billing

Binding documents

EPIC

MS Office

Excel

Teamwork

Education

HS Diploma or equivalent

Tools

EPIC

Excel

MS Word

MS Office

Job description

World Insurance Associates, a national broker, seeks a renewal-focused client service professional with 3+ years in Personal Property and Casualty. The role requires P&C license, strong Excel/MS Office skills, and the ability to manage renewals, billing, and documentation in EPIC.

Collaborate with teams to deliver accurate, timely client communications. The position is based in New York with a competitive salary and benefits package.