Senior Personal Lines Service & Renewal Specialist

World Insurance Associates LLC; Wakefield (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

World Insurance Associates is seeking a capable insurance professional to independently manage client service, renewals, and account management in Massachusetts. You will review exposures, quote renewals, and lead remarket discussions while handling billing and binding tasks with carriers.

The role requires a Property & Casualty license, strong Excel and MS Office skills, and a client-focused, detail-oriented mindset in a fast-paced environment.

Qualifications

• Must hold state Property & Casualty insurance license.
• Proficient in Excel (formulas, charts and tables), Word and other MS Office products.
• Able to understand new technology platforms quickly.

Responsibilities

• Evaluates exposures and renewal quotes.
• Review upcoming renewals and determine which accounts warrant remarket.
• Make coverage recommendations.
• Transact agency billing where applicable.
• Obtain signed binding documents and notify carriers.
• Review binding documents for accuracy.

Skills

Excel formulas

MS Office

Customer service

Teamwork

Detail oriented

Problem solving

Education

HS Diploma or equivalent

Tools

Agency management systems

Carrier sites

Job description

World Insurance Associates is seeking a capable insurance professional to independently manage client service, renewals, and account management in Massachusetts. You will review exposures, quote renewals, and lead remarket discussions while handling billing and binding tasks with carriers.

The role requires a Property & Casualty license, strong Excel and MS Office skills, and a client-focused, detail-oriented mindset in a fast-paced environment.