Personal Lines Senior Client Manager

World Insurance Associates LLC; Waltham (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

World Insurance Associates LLC is seeking a skilled insurance professional in Massachusetts to independently manage client service and renewals, leveraging deep market knowledge to advise on coverage and pricing. The role emphasizes accuracy, timely carrier communications, and teamwork within a fast-paced environment.

Responsibilities include evaluating exposures, processing renewals, and maintaining account details in EPIC, with a strong focus on delivering comprehensive service and

Qualifications

• 3+ years’ experience in Personal Property & Casualty insurance.
• Proficient in Excel and MS Office.
• State Property & Casualty license required.
• Able to quickly understand new technology platforms.

Responsibilities

• Independently leads client service and renewals with minimal guidance.
• Evaluate exposures and renewal quotes; determine market remarket needs.
• Make coverage recommendations and manage billing/notifications.
• Review documents for accuracy and support contract reviews.
• Maintain accurate account details in EPIC and support team collaboration.

Skills

Customer service

Teamwork

Attention to detail

Critical thinking

Education

HS Diploma or equivalent

Tools

Excel (formulas, charts, tables)

MS Office

Agency management systems

Job description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary

• Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients withinbookof business.
• Usesjudgment onmore manualrenewals to execute on service plan. Hasdeepunderstanding of markets to make informed recommendations to clients.
• May also perform activities in Other Responsibilities, butmajorityof day-to-day is spent in the Primary Activities.

Primary Responsibilities
Primary Activities (60% or more of time)

• Evaluates exposures and renewal quote
• Review upcoming renewals anddeterminewhich accountswarrantremarket
• Make coverage recommendations
• Transact agency billing (where applicable)
• Obtain signed binding and notifies carriers
• Reviewsbinding documents for accuracy
• Contract Reviews
• Responsible for rounding out accounts and “Selling all of World”

Other Responsibilities, as applicable

• Setupandmaintainaccurateaccount details, contacts, and policy information in EPIC
• Process renewals, endorsement, acknowledgments,cancellationsand proofs of insurance
• Attach, organize, and name documents in EPIC
• Initiate endorsements, proofs of insurance and invoices
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, changerequest, etc.
• Create activities in EPIC and assign to applicable teammember
• Maybe responsible forpulling items such as MVR, CLUES, Risk Meters, RCE etc.

Work Experience

• 3+Years’experience in Personal Property & Casualty with a comprehensive understandingofinsurancecoverages.

Professional Licenses/Certifications

• Must hold state Property & Casualty insurance license
• Must be proficient in Excel (specifically Excel formulas,chartsand tables); Word, and other MS office Products.
• Able to understandnew technologyplatforms quickly
• Proficient in agency management systems and carrier sites
• Hands onpersonalapproach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
• Able to work in a team environment. Easilygainsthe trust and support of peers.
• Hasa deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
• Work output is consistent andaccurate.Highly detailed and organized.Able to apply these skills in a fast-paced environment.
• Able to develop short- and long-term strategies that havehighimpact on client/prospects and the business. Anticipates obstacles andidentifiesways to overcome them.
• Provides resolution to a diverse range of problems.Usescritical thinking toidentifykey barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.

Education

• HS Diploma or equivalent

Compensation

This position is located in Massachusetts. The base salary for this position at the time of this posting may range from $60,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Physical Demands

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equalopportunityworkplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.