Senior Personal Lines Client Manager - Hybrid

World Insurance As

Pierre (SD)

Hybrid

USD 55,000 - 85,000

Full time

8 days ago

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Job summary

World Insurance Associates, a leading U.S. insurance broker, seeks an experienced client service professional to independently manage renewals and service plans for a diverse book of business in a hybrid work setting.

Responsibilities include evaluating exposures, selecting market strategies, and coordinating endorsements and invoicing in EPIC. The ideal candidate has 3+ years in Personal Property & Casualty, plus a Property & Casualty license and strong Excel skills.

Qualifications

  • 3+ years’ experience in Personal Property & Casualty.
  • State Property & Casualty license required.
  • Strong Excel and MS Office proficiency.
  • Ability to interpret renewals and advise clients.

Responsibilities

  • Lead client service and renewal processes.
  • Review renewals and recommend market remarkets.
  • Prepare coverage recommendations and quotes.
  • Process renewals, endorsements, and invoices in EPIC.
  • Maintain accurate account details in EPIC.

Skills

Excel formulas
MS Office
Client relationships
Teamwork

Education

High School Diploma or Equivalent

Tools

EPIC
Comparative rater

Job description

World Insurance Associates, a leading U.S. insurance broker, seeks an experienced client service professional to independently manage renewals and service plans for a diverse book of business in a hybrid work setting.

Responsibilities include evaluating exposures, selecting market strategies, and coordinating endorsements and invoicing in EPIC. The ideal candidate has 3+ years in Personal Property & Casualty, plus a Property & Casualty license and strong Excel skills.

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