Senior Personal Lines Client Partner

World Insurance Associates LLC; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates is seeking an experienced client service professional to independently lead renewal activities for a diverse book of business. You will evaluate exposures, negotiate coverage options, and present recommendations based on market insights and client needs.

The role requires strong proficiency with Excel and agency-management tools, a Property & Casualty license, and the ability to work with carriers and brokers to finalize quotes and bind coverage.

Qualifications

• High School Diploma or Equivalent required.
• Property & Casualty license required.
• Experience in Personal Property & Casualty preferred.
• Proficient in Excel and MS Office.
• Experience with agency management systems and carrier sites.

Responsibilities

• Evaluates exposures and renewal quotes.
• Review upcoming 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.
• Contract reviews.
• Sell all of World.

Skills

Excel formulas

Customer service

Teamwork

Critical thinking

Problem solving

Attention to detail

Client requirements understanding

Education

High School Diploma or Equivalent

Property & Casualty license

Tools

EPIC

Comparative rater tool

MS Office

Job description

World Insurance Associates is seeking an experienced client service professional to independently lead renewal activities for a diverse book of business. You will evaluate exposures, negotiate coverage options, and present recommendations based on market insights and client needs.

The role requires strong proficiency with Excel and agency-management tools, a Property & Casualty license, and the ability to work with carriers and brokers to finalize quotes and bind coverage.