Senior Personal Lines Client Leader — Renewals

World Insurance As; Virginia Beach (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates is seeking a client service professional in Virginia Beach to independently lead client service, renewals, and account management across personal property and casualty lines. The role focuses on owning renewal messaging, evaluating exposures, processing renewals, and collaborating with carriers to secure favorable terms.

The ideal candidate holds a state Property & Casualty license, has 3+ years of experience, and is proficient in Excel and agency systems, delivering

Qualifications

• 3+ Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Proficient in Excel (formulas, charts, tables) and MS Office.

Responsibilities

• Evaluates exposures and renewal quote
• Review upcoming renewals and determine which accounts warrant remarket
• Make coverage recommendations
• Utilize comparative rater tool to obtain quotes
• Transact agency billing (where applicable)
• Obtain signed binding and notifies carriers
• Reviews binding documents for accuracy
• Contract Reviews
• Responsible for rounding out accounts and “Selling all of World”
• Setup and maintain accurate account details, contacts, and policy information in EPIC
• Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance
• Attach, organize, and name documents in EPIC
• Initiate endorsements, proofs of insurance and invoices
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers
• Create activities in EPIC and assign to applicable team member
• Maybe responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

Skills

Excel formulas

MS Office

Customer service

Teamwork

Attention to detail

Critical thinking

Education

High School Diploma or Equivalent

Tools

EPIC

Agency management systems

Job description

World Insurance Associates is seeking a client service professional in Virginia Beach to independently lead client service, renewals, and account management across personal property and casualty lines. The role focuses on owning renewal messaging, evaluating exposures, processing renewals, and collaborating with carriers to secure favorable terms.

The ideal candidate holds a state Property & Casualty license, has 3+ years of experience, and is proficient in Excel and agency systems, delivering