Senior Personal Lines Client Manager Lead

World Insurance As; Windham (NH); On-site; USD 65,000 - 80,000; Full time

Job summary

World Insurance Associates is seeking an experienced client service professional in New Hampshire to support personal property and casualty renewal activities. The role involves evaluating exposures, quoting, remarketing where needed, and managing client communications with accuracy and professionalism.

The candidate should hold a Property & Casualty license and demonstrate strong MS Office and EPIC skills.

Qualifications

• 3+ years of experience in Personal Property and Casualty insurance.
• Must hold state Property & Casualty license.
• Proficient in MS Office (Excel/Word).
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment with accuracy.

Responsibilities

• Evaluate exposures and renewal quotes.
• Review 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 notify carriers.
• Review binding documents for accuracy.
• Setup and maintain accurate account details in EPIC.
• Process renewals, endorsements, cancellations and proofs of insurance.
• Leverage templates and system generated letters for client communications.

Skills

Excel

Word

MS Office

Communication

Teamwork

Time management

Problem solving

Attention to detail

Customer service

Interpersonal communication

Education

HS Diploma or equivalent

Tools

EPIC

Comparative rater tool

Self-serve portals

Job description

World Insurance Associates is seeking an experienced client service professional in New Hampshire to support personal property and casualty renewal activities. The role involves evaluating exposures, quoting, remarketing where needed, and managing client communications with accuracy and professionalism.

The candidate should hold a Property & Casualty license and demonstrate strong MS Office and EPIC skills.