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Personal Lines Client Manager

Worldinsurance · Bridgewater, MA, 02324 · Active · JazzHR / ApplyToJob

Job facts

FieldValue
CompanyWorldinsurance
TitlePersonal Lines Client Manager
Normalized title-
Department / team-
LocationBridgewater, MA, United States
Work model-
Employment typeFull Time
SalaryUSD
Statusactive
ATS providerJazzHR / ApplyToJob
Posted / first seen2026-05-27 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

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City jobsActive postings in Bridgewater.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    With some guidance and/or direction, leads client service including ALL primary activities listed below. May deliver renewal messaging to some clients. Majority of time spent on standard process steps. Often auto-renewals. 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 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 and Casualty with a comprehensive understanding of insurance coverages Professional Licenses/Certifications   Must hold state Property & Casualty insurance license Essential Skills/Competencies   Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.   Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.   Able to obtain firsthand customer information and use it for improvements in placements and services.   Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.   Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.   Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.   Proficient in self-serve portals and manages client training and utilization.   Follows a well-established set of activities.   Able to solve difficult problems that are not routine, but not overly complex.   Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail. Education    HS 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 IDbfc5f04fbc98953f3c38b8b0ffeb14320d28c8a1
Org ID542eeff8-9368-44ed-8cdc-1e1b229aa8c7
Source ID8343a271-346c-49bd-a749-995f388365ac
Board ID8343a271-346c-49bd-a749-995f388365ac
Providerjazzhr
Provider Job KeyU1G7r5BySo
TitlePersonal Lines Client Manager
Normalized Title—
Statusactive
Activeyes
Location TextBridgewater, MA, 02324
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionMA
CityBridgewater
Salary RawUSD
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://worldinsurance.applytojob.com/apply/U1G7r5BySo/Personal-Lines-Client-Manager
Apply URLhttps://worldinsurance.applytojob.com/apply/U1G7r5BySo/Personal-Lines-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 At2026-05-27 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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  "source_hash": "8257c17c581a4f07b00b12fcec2462a1ef746694b4e0395e207562618afb170c",
  "last_changed_at": "2026-05-30T05:56:38.630Z",
  "active_status": "active"
}
Parsed Structured
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  "location": {
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    "city": "Bridgewater",
    "region": "MA",
    "country": "United States",
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    "confidence": 0.9
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  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:43:51.925Z",
  "launch_scope": {
    "reason": "jazzhr_production_catalog",
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    "location": {
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      "city": "Bridgewater",
      "region": "MA",
      "country": "United States",
      "is_remote": false,
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  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
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    "url": "https://worldinsurance.applytojob.com/apply/jobs/details/U1G7r5BySo?&",
    "heading": "Personal Lines Client Manager",
    "html_title": "JazzHR » Job Listings",
    "canonical_url": "https://worldinsurance.applytojob.com/apply/U1G7r5BySo/Personal-Lines-Client-Manager",
    "description_html": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Company Overview </b></span><br><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><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">With some guidance and/or direction, leads client service including ALL primary activities listed below. </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%;\">May deliver renewal messaging to some clients. </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%;\">Majority of time spent on standard process steps. </span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Often auto-renewals.  </span></span></span></li></ul></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><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><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">  </span><br><span style=\"line-height:115%;\"> </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><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><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%;\">3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages </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>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><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><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%;\">Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, 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%;\">Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.  </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 obtain firsthand customer information and use it for improvements in placements and services.  </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 an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.  </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%;\">Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.  </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 consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.  </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 self-serve portals and manages client training and utilization.  </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%;\">Follows a well-established set of activities.  </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 solve difficult problems that are not routine, but not overly complex.  </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%;\">Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </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%;\">HS 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>#LI-CF1",
    "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    With some guidance and/or direction, leads client service including ALL primary activities listed below.\n May deliver renewal messaging to some clients.\n Majority of time spent on standard process steps. Often auto-renewals.\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 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 and Casualty with a comprehensive understanding of insurance coverages\n Professional Licenses/Certifications   Must hold state Property & Casualty insurance license\n Essential Skills/Competencies   Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.\n Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.\n Able to obtain firsthand customer information and use it for improvements in placements and services.\n Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.\n Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.\n Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.\n Proficient in self-serve portals and manages client training and utilization.\n Follows a well-established set of activities.\n Able to solve difficult problems that are not routine, but not overly complex.\n Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.\n Education    HS 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/U1G7r5BySo/Personal-Lines-Client-Manager",
      "@type": "JobPosting",
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      "datePosted": "2026-05-27",
      "description": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"><b>Company Overview </b></span><br><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><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">With some guidance and/or direction, leads client service including ALL primary activities listed below. </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%;\">May deliver renewal messaging to some clients. </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%;\">Majority of time spent on standard process steps. </span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">Often auto-renewals.  </span></span></span></li></ul></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><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><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\">  </span><br><span style=\"line-height:115%;\"> </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><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </span><br><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%;\">3+ years’ experience in Personal Property and Casualty with a comprehensive understanding of insurance coverages </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>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><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><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%;\">Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, 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%;\">Maintains effective relationships with client, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative.  </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 obtain firsthand customer information and use it for improvements in placements and services.  </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 an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.  </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%;\">Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.  </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 consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines.  </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 self-serve portals and manages client training and utilization.  </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%;\">Follows a well-established set of activities.  </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 solve difficult problems that are not routine, but not overly complex.  </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%;\">Ability to work in a fast paced environment with some instruction and a high degree of accuracy and attention to detail.  </span></span></span></li></ul><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"line-height:115%;\"> </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%;\">HS 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>#LI-CF1",
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        "address": {
          "@type": "PostalAddress",
          "postalCode": "02324",
          "addressRegion": "MA",
          "addressLocality": "Bridgewater"
        }
      },
      "validThrough": "2026-08-25",
      "uniqueJobCode": "job_20260527195406_885EKD2XS28PYV0T",
      "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",
        "sameAs": "https://www.worldinsurance.com"
      },
      "experienceRequirements": "Mid Level"
    }
  },
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    "id": "U1G7r5BySo",
    "title": "Personal Lines Client Manager",
    "detailUrl": "https://worldinsurance.applytojob.com/apply/jobs/details/U1G7r5BySo?&"
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