Senior Personal Lines Client Advisor

World Insurance Associates LLC; Wakefield (MA); On-site; USD 60,000 - 75,000; Full time

Job summary

World Insurance Associates in Wakefield, MA is seeking a client service professional focused on renewal management and coverage reviews. The role supports account servicing, renewal messaging, and standard processing steps, with tasks including placing and reviewing quotes, and coordinating with carriers.

You will work with EPIC for account detail maintenance, process renewals, endorsements, and correspondence to clients and carriers.

Qualifications

• Minimum of 3+ years’ experience in Personal Property and Casualty insurance or equivalent.
• Must hold state Property & Casualty insurance license.
• Proficiency in MS Excel, Word, and related MS Office products.

Responsibilities

• Evaluate exposures and renewal quotes.
• Review renewals and determine which accounts warrant remarket.
• Make coverage recommendations and obtain quotes using rater tools.
• Transact agency billing and notify carriers of binders.
• Review binding documents for accuracy and completeness.
• Maintain accurate account details, contacts, and policy information in EPIC.

Skills

Excel skills

Communication

Teamwork

Insurance knowledge

Education

HS Diploma

Tools

EPIC system

Excel

Word

Job description

World Insurance Associates in Wakefield, MA is seeking a client service professional focused on renewal management and coverage reviews. The role supports account servicing, renewal messaging, and standard processing steps, with tasks including placing and reviewing quotes, and coordinating with carriers.

You will work with EPIC for account detail maintenance, process renewals, endorsements, and correspondence to clients and carriers.