Senior Personal Lines Client Manager & Team Lead

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

Job summary

World Insurance Associates is seeking a client service-focused professional in New Hampshire. You will evaluate exposures and renewal quotes, review renewals for remarketing, and make coverage recommendations to clients and carriers.

In addition, you will handle billing, document processing, and communications using EPIC and standard templates. The role requires 3+ years in Personal Property & Casualty, and a valid P&C license.

Qualifications

• 3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Strong written, oral, and interpersonal communication skills.

Responsibilities

• Lead client service with primary activities including renewals, coverage recommendations and quoting processes.
• Review upcoming renewals, determine accounts to remarket, and obtain signed binding.
• Process renewals, endorsements, acknowledgments, cancellations and proofs of insurance.
• Maintain accurate account details in EPIC and create client communications.
• Utilize templates and system generated letters for standard client and carrier communications.

Skills

Excel proficiency

Word

MS Office

Communication skills

Team player

Attention to detail

Time management

Customer service

Problem solving

Education

HS Diploma or equivalent

State Property & Casualty license

Tools

EPIC

Comparative rater tool

Job description

World Insurance Associates is seeking a client service-focused professional in New Hampshire. You will evaluate exposures and renewal quotes, review renewals for remarketing, and make coverage recommendations to clients and carriers.

In addition, you will handle billing, document processing, and communications using EPIC and standard templates. The role requires 3+ years in Personal Property & Casualty, and a valid P&C license.