Senior Personal Lines Client Leader | Hybrid Role

World Insurance As; Lakeland (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

World Insurance Associates in Lakeland, FL is seeking an experienced Personal Property & Casualty professional to independently lead client service and renewals, delivering timely messaging and strategic recommendations.

You will evaluate exposures, process renewals, maintain policy details in EPIC, and collaborate with carriers and colleagues to ensure accurate, compliant service across a growing book of business.

Qualifications

• 3+ years’ experience in Personal Property & Casualty with comprehensive insurance knowledge.
• Must hold state Property & Casualty license.
• Proficient in Excel and MS Office; experience with agency management systems.

Responsibilities

• Leads client service and renewals with minimal guidance.
• Evaluates exposures and makes coverage recommendations.
• Processes renewals, endorsements, cancellations, and proofs of insurance.
• Maintains accurate account and policy details in EPIC.
• Generates client communications using templates and carrier letters.

Skills

Excel formulas

MS Office

Client service

Team player

Attention to detail

Education

High School Diploma

Tools

EPIC system

Job description

World Insurance Associates in Lakeland, FL is seeking an experienced Personal Property & Casualty professional to independently lead client service and renewals, delivering timely messaging and strategic recommendations.

You will evaluate exposures, process renewals, maintain policy details in EPIC, and collaborate with carriers and colleagues to ensure accurate, compliant service across a growing book of business.