Senior Commercial Insurance Client Manager

World Insurance As; Waltham (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

World Insurance Associates LLC is seeking a Senior Client Manager in Waltham, MA. This role serves as the primary service contact for a select commercial client book, ensuring satisfaction and driving strategic planning to meet client goals.

You will analyze risk, prepare carrier submissions, and coordinate renewals while leveraging EPIC and MS Office to communicate effectively with clients and carriers. A strong client-service mindset and collaborative approach are essential.

Qualifications

• 3+ years’ experience in Commercial Property & Casualty insurance.
• Strong client service orientation and relationship-building.
• Proven ability to analyze risk and develop client-focused solutions.
• Proficient in Excel; able to work with templates and formulas.

Responsibilities

• Serve as the primary service contact for a select book of commercial clients.
• Ensure client satisfaction and contribute to strategic planning for accounts.
• Gather client information, analyze risk, and prepare carrier submissions.
• Manage renewals, endorsements, and documentation in EPIC and carrier portals.
• Coordinate with team members to meet client needs and deadlines.

Skills

Commercial Property & Casualty

Client relationship management

Excel proficiency

MS Office (Word/PowerPoint)

Communication and collaboration

Education

High School Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates LLC is seeking a Senior Client Manager in Waltham, MA. This role serves as the primary service contact for a select commercial client book, ensuring satisfaction and driving strategic planning to meet client goals.

You will analyze risk, prepare carrier submissions, and coordinate renewals while leveraging EPIC and MS Office to communicate effectively with clients and carriers. A strong client-service mindset and collaborative approach are essential.