Senior Personal Lines Client Strategist

Insurancecenterinc; Worcester (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

World Insurance Associates in Massachusetts is seeking an experienced client service leader for core renewal and coverage decisions. You will independently manage client renewals, assess exposures, and make informed recommendations to optimize risk management strategies.

The role requires 3+ years in Personal Property & Casualty, along with a Property & Casualty license, and strong proficiency with Excel and agency management systems.

Qualifications

• 3+ years’ experience in Personal Property & Casualty with 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 skills

AMS proficiency

Customer service

Team player

Industry knowledge

Detail oriented

Critical thinking

Strategic thinking

Communication skills

Tech-savvy

Education

HS Diploma or equivalent

Tools

EPIC

Comparative rater tool

Carrier sites

Job description

World Insurance Associates in Massachusetts is seeking an experienced client service leader for core renewal and coverage decisions. You will independently manage client renewals, assess exposures, and make informed recommendations to optimize risk management strategies.

The role requires 3+ years in Personal Property & Casualty, along with a Property & Casualty license, and strong proficiency with Excel and agency management systems.