Senior Personal Lines Client Manager: Renewals & Strategy

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

Job summary

World Insurance Associates LLC in Massachusetts is seeking a seasoned Personal Property & Casualty professional who can independently lead client service, evaluate exposures, and manage renewal processes.

The role requires a Property & Casualty license, strong Excel skills, and experience with EPIC or similar agency systems; you will service existing accounts, process renewals, and support client relationships.

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 products.

Responsibilities

• Independently leads client service and renewal messaging for most accounts.
• Evaluate exposures and renewal quotes, and determine which accounts warrant remarket.
• Process renewals, endorsements, cancellations and proofs of insurance; ensure accuracy in documents.

Skills

Personal Property & Casualty knowledge

Excel proficiency

Customer service

Education

HS Diploma or equivalent

Tools

EPIC

Agency management systems

Carrier sites

Job description

World Insurance Associates LLC in Massachusetts is seeking a seasoned Personal Property & Casualty professional who can independently lead client service, evaluate exposures, and manage renewal processes.

The role requires a Property & Casualty license, strong Excel skills, and experience with EPIC or similar agency systems; you will service existing accounts, process renewals, and support client relationships.