Personal Lines Renewal & Service Lead

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

Job summary

World Insurance Associates in Massachusetts is seeking an experienced client service professional for personal property and casualty accounts. You will evaluate exposures, renewals, and coverage, and use billing and rater tools to quote and bind policies.

The role requires 3+ years of P&C experience, a Property & Casualty license, strong Excel/Office skills, and the ability to manage documents in EPIC and communicate clearly with clients and carriers.

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Strong written, oral, and interpersonal communication skills; ability to work in a fast-paced environment.

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.
• Obtain signed binding and notify carriers; review binding documents for accuracy.
• Setup and maintain accurate account details and policy information in EPIC.

Skills

Excel

MS Office

Communication

Team player

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates in Massachusetts is seeking an experienced client service professional for personal property and casualty accounts. You will evaluate exposures, renewals, and coverage, and use billing and rater tools to quote and bind policies.

The role requires 3+ years of P&C experience, a Property & Casualty license, strong Excel/Office skills, and the ability to manage documents in EPIC and communicate clearly with clients and carriers.