Senior Personal Lines Client Lead | Renewals & Growth

World Insurance As; Worcester (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

World Insurance Associates is seeking a detail-oriented professional to independently lead client service across renewals and billing. You will use markets to optimize risk coverage and deliver renewals with tailored messaging, acting autonomously with limited guidance.

Responsibilities include reviewing renewals for remarkets, making coverage recommendations, and processing endorsements and invoices. A strong Excel and client-service background is essential, with a deep understanding of

Qualifications

• HS Diploma or equivalent.
• Proficient in Excel (formulas, charts, tables).
• Strong written and verbal communication.
• Able to work in a fast-paced environment.

Responsibilities

• Evaluate exposures and renewal quote.
• Review upcoming renewals and determine remarket.
• Make coverage recommendations and obtain quotes.
• Process renewals, endorsements, and invoices.
• Maintain accurate account details in EPIC.

Skills

Excel proficiency

Client service

Teamwork

Critical thinking

Education

HS Diploma or equivalent

Tools

Excel

Agency management systems

Carrier sites

Job description

World Insurance Associates is seeking a detail-oriented professional to independently lead client service across renewals and billing. You will use markets to optimize risk coverage and deliver renewals with tailored messaging, acting autonomously with limited guidance.

Responsibilities include reviewing renewals for remarkets, making coverage recommendations, and processing endorsements and invoices. A strong Excel and client-service background is essential, with a deep understanding of