Senior Personal Lines Client Manager - Renewal & Coverage Lead

World Insurance Associates LLC; Taunton (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

World Insurance Associates is seeking a detail-oriented insurance professional with 3+ years in Personal Property & Casualty to manage client service and renewals. You will evaluate exposures, advise on coverages, and handle billing while maintaining accurate policy data in EPIC.

The role requires a Property & Casualty license, strong Excel capabilities, and proficiency with agency management systems. Collaboration with teammates is essential in a fast-paced environment.

Qualifications

• Hands-on customer service approach with clients and colleagues.
• Proficient in Excel, including formulas, charts, and tables.
• Able to understand new technology platforms quickly.
• Proficient in agency management systems and carrier sites.
• Strong attention to detail and organizational skills.

Responsibilities

• Evaluates exposures and renewal quotes.
• Reviews renewals and determines which accounts warrant remarket.
• Makes coverage recommendations and processes billing.
• Obtains signed binding and notifies carriers; reviews documents for accuracy.
• Maintains accurate account details in EPIC and handles amendments.

Skills

Customer service

Excel basic to advanced

MS Office

Agency management systems

Carrier sites

Education

HS Diploma or equivalent

Tools

Excel (formulas, charts, tables)

EPIC or similar policy system

MS Office Suite

Job description

World Insurance Associates is seeking a detail-oriented insurance professional with 3+ years in Personal Property & Casualty to manage client service and renewals. You will evaluate exposures, advise on coverages, and handle billing while maintaining accurate policy data in EPIC.

The role requires a Property & Casualty license, strong Excel capabilities, and proficiency with agency management systems. Collaboration with teammates is essential in a fast-paced environment.