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Client Service Manager - Personal Insurance

World Insurance Associates, LLC.
West Yarmouth, MA Full Time
POSTED ON 4/22/2025
AVAILABLE BEFORE 5/21/2025

About This Role

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We are seeking an experienced Account Manager to join our team in client management and retention.

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The ideal candidate will have strong leadership and organizational skills, as well as experience with agency management software.

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Key Responsibilities

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  1. Lead client-facing initiatives to grow loyalty and retention
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  3. Support Account Managers in managing a high volume of work
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  5. Make changes to existing policies in Epic and on carrier sites
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  7. Handle renewals, service requests, claims, billing and new policies
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  9. Review applications, policies, endorsements and audits for accuracy
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  11. Maintain accurate records and reports
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