Teams at World Insurance Associates LLC

Manage personal lines client accounts: maintain policy and contact data in EPIC; process renewals, endorsements, cancellations, proofs of insurance; produce standard client and carrier communications; create activities and support senior advisors following established workflows.

Lead client service and renewal messaging for larger middle market accounts, collaborate on strategy, and ensure effective client relationship management.

Leads client strategy for large market accounts, manages service plans, conducts gap analysis, and guides proposals and coverage reviews.