Personal Lines Client Manager

World Insurance Associates LLC

Client Manager leading client service for personal lines insurance, evaluating renewals and making coverage recommendations. Handling documentation and maintaining accurate account details, with a focus on customer relationships.

Posted 7/21/2026full-timeRemote • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $66,200 - $81,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Personal Property and Casualty insurance, including client service leadership, policy management, and proficiency in Microsoft Office tools. Capable of evaluating exposures, processing renewals, and making informed coverage recommendations.

Highest-signal resume keywords

Personal Property & Casualty ExperienceState Property & Casualty Insurance LicenseExcel ProficiencyClient Service LeadershipComparative Rater Tool Usage

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ManagementCoverage RecommendationsRenewal ProcessingAgency BillingDocument Review for Accuracy

Soft Skills

Attention to DetailCommunication Skills

Tools & Technologies

Comparative Rater ToolMicrosoft ExcelMicrosoft WordMS Office Products

Certifications & Qualifications

State Property & Casualty Insurance License

Industry Keywords

Client ServiceInsurance RenewalsExposures EvaluationBinding DocumentsPolicy Information Management

About the role

Key responsibilities & impact

Independently leads client service including all primary activities
Evaluates exposures and renewal quote
Review upcoming renewals and determine which accounts warrant remarket
Make coverage recommendations
Use comparative rater tool to obtain quotes
Transact agency billing
Obtain signed binding and notifies carriers
Reviews binding documents for accuracy
Setup and maintain accurate account details, contacts, and policy information
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance

Requirements

What you’ll need

3+ Years’ experience in Personal Property & Casualty
Must hold state Property & Casualty insurance license
Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.

Benefits

Comp & perks

Competitive benefits package