Senior Commercial Lines Client Account Lead

Alamo Insurance Services Inc.; Lake Charles (LA); On-site; USD 70,000 - 100,000; Full time

Job summary

World Insurance Associates seeks a Senior Client Manager to act as the primary service contact for a book of select commercial clients. You will ensure client satisfaction, perform risk analysis, and participate in strategic planning to align outcomes with client goals.

The role requires a Property & Casualty license, strong Excel/Office skills, and experience with EPIC and carrier portals. You will collaborate across teams to renew, endorse, and communicate effectively with clients and carriers.

Qualifications

• Must hold state Property & Casualty insurance license.
• Strong MS Office and Excel skills with template usage.
• Experience with agency management systems (EPIC).

Responsibilities

• Serves as primary service contact for select commercial clients.
• Analyze client information, assess risk, and make recommendations.
• Prepare carrier submissions and manage renewals and endorsements.
• Maintain accurate client data in EPIC and coordinate communications.
• Support client satisfaction and strategic planning with the team.

Skills

Client management

Risk analysis

Excel proficiency

MS Office suite

EPIC experience

Education

High School Diploma

Tools

EPIC

Carrier sites

MS Word

Job description

World Insurance Associates seeks a Senior Client Manager to act as the primary service contact for a book of select commercial clients. You will ensure client satisfaction, perform risk analysis, and participate in strategic planning to align outcomes with client goals.

The role requires a Property & Casualty license, strong Excel/Office skills, and experience with EPIC and carrier portals. You will collaborate across teams to renew, endorse, and communicate effectively with clients and carriers.