Senior Personal Lines Client Manager - Renewal & Strategy

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

Job summary

World Insurance Associates LLC is seeking a skilled insurance professional in Massachusetts to independently manage client service and renewals, leveraging deep market knowledge to advise on coverage and pricing. The role emphasizes accuracy, timely carrier communications, and teamwork within a fast-paced environment.

Responsibilities include evaluating exposures, processing renewals, and maintaining account details in EPIC, with a strong focus on delivering comprehensive service and

Qualifications

• 3+ years’ experience in Personal Property & Casualty insurance.
• Proficient in Excel and MS Office.
• State Property & Casualty license required.
• Able to quickly understand new technology platforms.

Responsibilities

• Independently leads client service and renewals with minimal guidance.
• Evaluate exposures and renewal quotes; determine market remarket needs.
• Make coverage recommendations and manage billing/notifications.
• Review documents for accuracy and support contract reviews.
• Maintain accurate account details in EPIC and support team collaboration.

Skills

Customer service

Teamwork

Attention to detail

Critical thinking

Education

HS Diploma or equivalent

Tools

Excel (formulas, charts, tables)

MS Office

Agency management systems

Job description

World Insurance Associates LLC is seeking a skilled insurance professional in Massachusetts to independently manage client service and renewals, leveraging deep market knowledge to advise on coverage and pricing. The role emphasizes accuracy, timely carrier communications, and teamwork within a fast-paced environment.

Responsibilities include evaluating exposures, processing renewals, and maintaining account details in EPIC, with a strong focus on delivering comprehensive service and