Senior Personal Lines Renewal & Client Strategy Lead

World Insurance As; Santee (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

World Insurance Associates in California seeks an experienced Personal Property & Casualty professional to independently service clients, evaluate renewals, and present recommendations. The role emphasizes client relationships, accurate quote processing, and proactive renewal strategies. Requires 3+ years in P&C, and a state Property & Casualty license.

Strong Excel and agency system skills are essential. Office-based position with opportunities to grow within a fast-paced, collaborative

Qualifications

• Proficient in Excel, formulas, charts, and tables.
• Able to quickly learn new technology platforms.
• Strong knowledge of agency management systems and carrier sites.

Responsibilities

• Evaluates exposures and renewal quotes.
• Reviews upcoming renewals and determines accounts to remarket.
• Makes coverage recommendations and obtains quotes.
• Transacts agency billing and notifies carriers.
• Reviews binding documents for accuracy and signs endorsements.
• Maintains accurate account details in EPIC and manages documents.

Skills

Excel

MS Office

Agency systems

Customer service

Teamwork

Communication

Attention to detail

Education

High School Diploma or Equivalen

Tools

EPIC

Job description

World Insurance Associates in California seeks an experienced Personal Property & Casualty professional to independently service clients, evaluate renewals, and present recommendations. The role emphasizes client relationships, accurate quote processing, and proactive renewal strategies. Requires 3+ years in P&C, and a state Property & Casualty license.

Strong Excel and agency system skills are essential. Office-based position with opportunities to grow within a fast-paced, collaborative