Personal Lines Senior Client Manager

World Insurance Associates LLC; Westmont (IL); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player in the insurance sector seeks a dedicated Account Manager to support client management and retention. This role involves managing a diverse portfolio of Personal Lines Insurance, ensuring timely and accurate service delivery while fostering strong client relationships. The ideal candidate will possess a blend of experience and skills, including a Property & Casualty License, and a knack for effective communication. Join a rapidly growing company that values diversity and offers opportunities for professional growth in a supportive environment.

Qualifications

• 3-7 years of experience in Personal Lines Account Management.
• Strong administrative skills and proficiency in Microsoft Office.

Responsibilities

• Manage a high volume book of Personal Lines Insurance business.
• Handle renewals, service requests, claims, and new policies.

Skills

Personal Lines Account Management

Client Relationship Management

Microsoft Office Suite

Agency Management Software

Effective Communication

Education

Bachelor's Degree

Property & Casualty License

Tools

Applied/Epic

Job description

1 week ago Be among the first 25 applicants

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market-leading presence have created opportunities throughout the region, and we offer top talent the choice to work from one of our multiple offices.

Position Summary

• This position supports the Account Executive with responsibilities related to client management and retention.

Essential Duties and Responsibilities

• Effectively managing a high volume book of Personal Lines Insurance business, ensuring all tasks are completed accurately and on time.
• Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication.
• Handling renewals, service requests, claims, billing, and new policies.
• Maintaining a thorough understanding of the markets, underwriting guidelines, submission procedures, and market appetites.
• Reviewing all applications, policies, endorsements, and audits for accuracy.
• Completing loss/claim analysis and summaries.
• Coordinating expiration lists with department managers to obtain renewal business information.

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• 3-7 years of Personal Lines Account Management experience required.
• Property & Casualty License required.
• Valid driver’s license and insurance required.
• Strong administrative and computing skills, including Microsoft Office Suite.
• Experience with agency management software like Applied/Epic preferred.
• Ability to work independently and collaboratively.
• Self-motivated with a sense of urgency and ability to meet deadlines.
• Effective written and verbal communication skills.
• Ability to multitask, prioritize, and handle sensitive information discreetly.
• Professional demeanor and positive attitude.

Equal Employment Opportunity

At World Insurance Associates, we celebrate diversity and are committed to equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, or veteran status. We provide reasonable accommodations for applicants and employees with disabilities unless it causes undue hardship.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance