Senior Personal Lines Client Relationship Manager

Insurancecenterinc; Hamden (CT); On-site; USD 60,000 - 76,000; Full time

Job summary

World Insurance Associates seeks a client-focused insurance professional to independently manage client service activities, renewal messaging, and coverage recommendations for a Personal Property & Casualty book. You will work with Excel, Word, and agency systems to support accurate policy details and timely communications.

Primary responsibilities include reviewing renewals, remarketing where needed, and processing endorsements and invoices, while maintaining strong client relationships and

Qualifications

• 3+ years experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.
• Strong proficiency in Excel and MS Office, and ability to learn new technology platforms.

Responsibilities

• Evaluates exposures and renewal quotes.
• Reviews upcoming renewals and determines which accounts warrant remarket.
• Makes coverage recommendations and uses comparative raters to obtain quotes.
• Transacts agency billing where applicable and notifies carriers.
• Reviews binding documents for accuracy and handles contract reviews.
• Sets up and maintains accurate account details, contacts, and policy information in EPIC.
• Processes renewals, endorsements, acknowledgments, cancellations and proofs of insurance.
• Initiates endorsements, proofs of insurance and invoices; uses templates for client communications.

Skills

Excel

Word

MS Office

Agency management systems

Customer service

Teamwork

Carrier sites

Education

HS Diploma or equivalent

Tools

EPIC

Job description

World Insurance Associates seeks a client-focused insurance professional to independently manage client service activities, renewal messaging, and coverage recommendations for a Personal Property & Casualty book. You will work with Excel, Word, and agency systems to support accurate policy details and timely communications.

Primary responsibilities include reviewing renewals, remarketing where needed, and processing endorsements and invoices, while maintaining strong client relationships and