Strategic Commercial Lines Client Manager

World Insurance Associates LLC; Bridgewater (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

World Insurance Associates in Bridgewater, MA seeks a Senior Client Manager to serve as the primary service contact for a select commercial book, ensuring client satisfaction and strategic planning.

You will analyze client needs, coordinate carrier submissions, renewals and policy details in EPIC, and lead communications with clients and carriers to deliver tailored risk management solutions.

Qualifications

• Must hold state Property & Casualty license.
• Excel skills to create and evaluate formulas.
• Proficient in EPIC and other MS Office apps.
• Strong written, oral, and interpersonal communication.
• Team player with collaborative approach.
• Ability to analyze client needs and provide coverage consultations.

Responsibilities

• Obtain client information, analyze risk, and apply expertise.
• Manage carrier submissions and binding processes.
• Renewals, endorsements, cancellations, and proofs of insurance.
• Maintain accurate account details in EPIC.
• Prepare and send client communications and templates.
• Develop strategies to meet client objectives.

Skills

Client relationship management

Risk analysis

Commercial P&C knowledge

Education

High School Diploma or equivalent

State Property & Casualty insurance license

Tools

EPIC

Excel

MS Office

Word

Job description

World Insurance Associates in Bridgewater, MA seeks a Senior Client Manager to serve as the primary service contact for a select commercial book, ensuring client satisfaction and strategic planning.

You will analyze client needs, coordinate carrier submissions, renewals and policy details in EPIC, and lead communications with clients and carriers to deliver tailored risk management solutions.