Senior Personal Lines Client Relationship Manager

Insurancecenterinc; West Warwick (RI); On-site; USD 64,000 - 80,000; Full time

Job summary

World Insurance Associates is seeking a licensed Property & Casualty professional to independently lead client service, evaluate exposures, and manage renewals across a portfolio. You will use actuarial judgment and comparative raters to obtain quotes, transact billing, and ensure accuracy of binding documents.

Based in Rhode Island, the role emphasizes deep insurance knowledge, strong Excel and MS Office skills, and the ability to work within EPIC and carrier sites to serve clients effectively.

Qualifications

• 3+ years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
• Must hold state Property & Casualty insurance license.

Responsibilities

• Evaluates exposures and renewal quote.
• 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 notifies carriers.
• Reviews binding documents for accuracy.
• Contract Reviews.
• Responsible for rounding out accounts and “Selling all of World”.

Skills

Excel

MS Office

Agency management systems

Client service

Education

High School Diploma or Equivalent

Tools

EPIC

Comparative rater tool

Carrier sites

Job description

World Insurance Associates is seeking a licensed Property & Casualty professional to independently lead client service, evaluate exposures, and manage renewals across a portfolio. You will use actuarial judgment and comparative raters to obtain quotes, transact billing, and ensure accuracy of binding documents.

Based in Rhode Island, the role emphasizes deep insurance knowledge, strong Excel and MS Office skills, and the ability to work within EPIC and carrier sites to serve clients effectively.