Senior Personal Lines Renewal & Client Lead

Alamo Insurance Services Inc.; Virginia Beach (VA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

World Insurance Associates is seeking a detail-oriented professional to independently manage client service, renewals, and coverage recommendations in a fast-paced environment. The role emphasizes deep industry knowledge, accurate documentation, and teamwork across multiple platforms, including EPIC and carrier portals.

You will interact with clients to assess exposures, process renewals, and support billing while maintaining strong relationships and delivering high-quality service.

Formación

• Must hold state Property & Casualty insurance license
• Proficient in Excel (formulas, charts, tables) and MS Office
• Able to learn new technology platforms quickly
• Proficient in agency management systems and carrier sites
• Hands-on approach to customer service with strong client relationships

Responsabilidades

• Independently leads client service and renewal messaging for most clients
• Evaluates exposures and renewal quotes
• Reviews upcoming renewals and determines which accounts warrant remarket
• Makes coverage recommendations and transacts agency billing
• Obtains signed binding and notifies carriers
• Reviews binding documents for accuracy and performs contract reviews
• Maintains accurate account details in EPIC and processes renewals/endorsements

Conocimientos

Customer service

Team collaboration

Analytical thinking

Attention to detail

Educación

High School diploma or equivalent

Herramientas

Excel

MS Office

Agency management systems

Descripción del empleo

World Insurance Associates is seeking a detail-oriented professional to independently manage client service, renewals, and coverage recommendations in a fast-paced environment. The role emphasizes deep industry knowledge, accurate documentation, and teamwork across multiple platforms, including EPIC and carrier portals.

You will interact with clients to assess exposures, process renewals, and support billing while maintaining strong relationships and delivering high-quality service.