Senior Personal Lines Client Growth Lead

World Insurance As

Wakefield (MA)

On-site

USD 50,000 - 70,000

Full time

6 days ago
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Job summary

World Insurance Associates in Massachusetts is seeking a client service-focused professional specializing in Personal Property and Casualty to manage renewals and quotes. With 3+ years of P&C experience and a Property & Casualty license, you will evaluate exposures, assist with renewals, and drive accurate billing in EPIC, using Excel and MS Office to prepare client communications and documents.

This role requires attention to detail, teamwork, and the ability to work in a fast-paced

Qualifications

  • 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
  • Must hold state Property & Casualty insurance license.
  • Functional knowledge of Excel, Word, and other MS Office products.
  • Strong written, oral, and interpersonal communication skills.
  • Able to work in a fast-paced environment with accuracy and attention to detail.

Responsibilities

  • Evaluates exposures and renewal quote.
  • Review upcoming renewals and determine which accounts warrant remarket.
  • Make coverage recommendations and obtain quotes.
  • Transact agency billing (where applicable).
  • Obtain signed binding and notify carriers.
  • Review binding documents for accuracy.

Skills

Excel proficiency
Client communication
Team player
Attention to detail
Time management

Education

Property & Casualty license
HS Diploma or equivalent

Tools

EPIC
MS Office

Job description

World Insurance Associates in Massachusetts is seeking a client service-focused professional specializing in Personal Property and Casualty to manage renewals and quotes. With 3+ years of P&C experience and a Property & Casualty license, you will evaluate exposures, assist with renewals, and drive accurate billing in EPIC, using Excel and MS Office to prepare client communications and documents.

This role requires attention to detail, teamwork, and the ability to work in a fast-paced

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