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Personal Lines Senior Client Manager

Worldinsurance · Manchester, NH, 03104 · Active · JazzHR / ApplyToJob

Job facts

FieldValue
CompanyWorldinsurance
TitlePersonal Lines Senior Client Manager
Normalized title-
Department / team-
LocationManchester, NH, United States
Work model-
Employment typeFull Time
SalaryUSD
Statusactive
ATS providerJazzHR / ApplyToJob
Posted / first seen2026-05-26 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from Worldinsurance.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through JazzHR / ApplyToJob.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Manchester.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyWorldinsurance
Source8343a271-346c-49bd-a749-995f388365ac
ATS providerJazzHR / ApplyToJob

Description

Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary   Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.   Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.   May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities. Primary Responsibilities Primary Activities (60% or more of time)   Evaluates exposures and renewal quote   Review upcoming renewals and determine which accounts warrant remarket   Make coverage recommendations   Utilize comparative rater tool to obtain quotes   Transact agency billing (where applicable)   Obtain signed binding and notifies carriers   Reviews binding documents for accuracy   Contract Reviews   Responsible for rounding out accounts and “Selling all of World” Other Responsibilities, as applicable   Setup and maintain accurate account details, contacts, and policy information in EPIC   Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance   Attach, organize, and name documents in EPIC   Initiate endorsements, proofs of insurance and invoices    Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.   Create activities in EPIC and assign to applicable team member   May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc. Work Experience     3+  Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages. Professional Licenses/Certifications  Must hold state Property & Casualty insurance license Essential Skills/Competencies  Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.   Able to understand new technology platforms quickly  Proficient in agency management systems and carrier sites  Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.   Able to work in a team environment. Easily gains the trust and support of peers.   Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.   Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.   Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.   Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education   High School Diploma or Equivalent Physical Demands Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CF1

Full job record

Job ID6e647c30aa16eac318dfbcb6911f4cc0e57e0846
Org ID542eeff8-9368-44ed-8cdc-1e1b229aa8c7
Source ID8343a271-346c-49bd-a749-995f388365ac
Board ID8343a271-346c-49bd-a749-995f388365ac
Providerjazzhr
Provider Job KeygIlfO3u7uc
TitlePersonal Lines Senior Client Manager
Normalized Title—
Statusactive
Activeyes
Location TextManchester, NH, 03104
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionNH
CityManchester
Salary RawUSD
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://worldinsurance.applytojob.com/apply/gIlfO3u7uc/Personal-Lines-Senior-Client-Manager
Apply URLhttps://worldinsurance.applytojob.com/apply/gIlfO3u7uc/Personal-Lines-Senior-Client-Manager
First Seen At2026-05-30 05:56:38Z
Last Seen At2026-06-06 10:43:52Z
Last Checked At2026-06-06 10:43:52Z
Last Changed At2026-05-30 05:56:38Z
Inactive At—
Source Posted At2026-05-26 00:00:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=jazzhr/board=worldinsurance/date=2026-06-06/2026-06-06T10-43-43-032Z-4f1faa8d84c22dd0fc0a5483ea067003b3993c4c637face2c7ff4d315df08dc2.json
Event Fields
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  "last_changed_at": "2026-05-30T05:56:38.630Z",
  "active_status": "active"
}
Parsed Structured
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Extensions
{}
Native Structured
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  "detail": {
    "url": "https://worldinsurance.applytojob.com/apply/jobs/details/gIlfO3u7uc?&",
    "heading": "Personal Lines Senior Client Manager",
    "html_title": "JazzHR » Job Listings",
    "canonical_url": "https://worldinsurance.applytojob.com/apply/gIlfO3u7uc/Personal-Lines-Senior-Client-Manager",
    "description_html": "<p><b style=\"font-family:Arial, Helvetica, sans-serif;font-size:14px;\">Company Overview </b></p><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. </span><br><br><span style=\"line-height:115%;\">Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.</span><br><br><br><span style=\"line-height:115%;\"><b>Position Summary  </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.  </span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.  </span></span></span></li><li style=\"margin-bottom:11px;margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Primary Responsibilities </b></span><br><span style=\"line-height:115%;\">Primary Activities (60% or more of time)  </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Evaluates exposures and renewal quote  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Review upcoming renewals and determine which accounts warrant remarket  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Make coverage recommendations  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Utilize comparative rater tool to obtain quotes  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Transact agency billing (where applicable)  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Obtain signed binding and notifies carriers  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Reviews binding documents for accuracy  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Contract Reviews  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Responsible for rounding out accounts and “Selling all of World”  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\">Other Responsibilities, as applicable  </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Setup and maintain accurate account details, contacts, and policy information in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Attach, organize, and name documents in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Initiate endorsements, proofs of insurance and invoices   </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Create activities in EPIC and assign to applicable team member  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.  </span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Work Experience<i> </i> </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><i>3+ </i>Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Professional Licenses/Certifications </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Must hold state Property & Casualty insurance license  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Essential Skills/Competencies </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to understand new technology platforms quickly </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Proficient in agency management systems and carrier sites </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to work in a team environment. Easily gains the trust and support of peers.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Education  </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">High School Diploma or Equivalent </span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Physical Demands </b></span><br><span style=\"line-height:115%;\">Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. </span><br><br><span style=\"line-height:115%;\"><b>Equal Employment Opportunity </b></span><br><span style=\"line-height:115%;\">At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. </span><br><br><span style=\"line-height:115%;\"><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. </span></span></span><br><br><span style=\"font-size:11pt;\"><span style=\"font-family:Aptos, sans-serif;\">#LI-CF1</span></span>",
    "description_text": "Company Overview\n World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.\n Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.\n Position Summary   Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.\n Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.\n May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.\n Primary Responsibilities\n Primary Activities (60% or more of time)   Evaluates exposures and renewal quote\n Review upcoming renewals and determine which accounts warrant remarket\n Make coverage recommendations\n Utilize comparative rater tool to obtain quotes\n Transact agency billing (where applicable)\n Obtain signed binding and notifies carriers\n Reviews binding documents for accuracy\n Contract Reviews\n Responsible for rounding out accounts and “Selling all of World”\n Other Responsibilities, as applicable   Setup and maintain accurate account details, contacts, and policy information in EPIC\n Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance\n Attach, organize, and name documents in EPIC\n Initiate endorsements, proofs of insurance and invoices\n Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.\n Create activities in EPIC and assign to applicable team member\n May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.\n Work Experience     3+  Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.\n Professional Licenses/Certifications  Must hold state Property & Casualty insurance license\n Essential Skills/Competencies  Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.\n Able to understand new technology platforms quickly\n Proficient in agency management systems and carrier sites\n Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.\n Able to work in a team environment. Easily gains the trust and support of peers.\n Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.\n Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.\n Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.\n Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.\n Education   High School Diploma or Equivalent\n Physical Demands\n Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.\n Equal Employment Opportunity\n At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.\n To Executive Search Firms and Staffing Agencies\nWorld does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.\n #LI-CF1",
    "jsonld_jobposting": {
      "url": "https://worldinsurance.applytojob.com/apply/gIlfO3u7uc/Personal-Lines-Senior-Client-Manager",
      "@type": "JobPosting",
      "title": "Personal Lines Senior Client Manager",
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      },
      "datePosted": "2026-05-26",
      "description": "<p><b style=\"font-family:Arial, Helvetica, sans-serif;font-size:14px;\">Company Overview </b></p><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. </span><br><br><span style=\"line-height:115%;\">Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.</span><br><br><br><span style=\"line-height:115%;\"><b>Position Summary  </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.  </span></span></span></li><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.  </span></span></span></li><li style=\"margin-bottom:11px;margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Primary Responsibilities </b></span><br><span style=\"line-height:115%;\">Primary Activities (60% or more of time)  </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Evaluates exposures and renewal quote  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Review upcoming renewals and determine which accounts warrant remarket  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Make coverage recommendations  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Utilize comparative rater tool to obtain quotes  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Transact agency billing (where applicable)  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Obtain signed binding and notifies carriers  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Reviews binding documents for accuracy  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Contract Reviews  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Responsible for rounding out accounts and “Selling all of World”  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\">Other Responsibilities, as applicable  </span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Setup and maintain accurate account details, contacts, and policy information in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Attach, organize, and name documents in EPIC  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Initiate endorsements, proofs of insurance and invoices   </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Create activities in EPIC and assign to applicable team member  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.  </span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Work Experience<i> </i> </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><i>3+ </i>Years’ experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Professional Licenses/Certifications </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Must hold state Property & Casualty insurance license  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Essential Skills/Competencies </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to understand new technology platforms quickly </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Proficient in agency management systems and carrier sites </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to work in a team environment. Easily gains the trust and support of peers.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.  </span></span></span></li></ul><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b> </b></span><br><span style=\"line-height:115%;\"><b>Education  </b></span></span></span><ul style=\"margin-bottom:11px;\"><li style=\"margin-bottom:11px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">High School Diploma or Equivalent </span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Physical Demands </b></span><br><span style=\"line-height:115%;\">Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. </span><br><br><span style=\"line-height:115%;\"><b>Equal Employment Opportunity </b></span><br><span style=\"line-height:115%;\">At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. </span><br><br><span style=\"line-height:115%;\"><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. </span></span></span><br><br><span style=\"font-size:11pt;\"><span style=\"font-family:Aptos, sans-serif;\">#LI-CF1</span></span>",
      "jobLocation": {
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          "@type": "PostalAddress",
          "postalCode": "03104",
          "addressRegion": "NH",
          "addressLocality": "Manchester"
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      "validThrough": "2026-08-24",
      "uniqueJobCode": "job_20260416163016_DHQ4GG2TKIQ8OJPL",
      "employmentType": "FULL_TIME",
      "hiringOrganization": {
        "logo": "https://s3.amazonaws.com/resumator/customer_20221110154535_FRYZFCZKGIPC9R4K/logos/20221129194952_Logo_-_World.jpeg",
        "name": "World Insurance Associates, LLC.",
        "@type": "Organization",
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      "experienceRequirements": "Mid Level"
    }
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    "id": "gIlfO3u7uc",
    "title": "Personal Lines Senior Client Manager",
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