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Identify, prospect, and close personal lines insurance relationships for high-net-worth clients. Build referral networks, deliver tailored risk management solutions (home, auto, umbrella, valuables), leverage World’s platform and specialists, and track sales activity in HubSpot to grow a book of business.

Sell customized personal insurance solutions to high-net-worth individuals and families. Prospect and manage middle-market relationships, provide advisory on complex personal lines (homeowners, auto, umbrella, collections, watercraft, aviation), leverage agency platforms and CRM (HubSpot) for sales activity, and deliver white-glove, ongoing risk management and policy reviews.

Prospect, cultivate, and close commercial insurance clients across business sizes. Use HubSpot to track activities, leverage World’s full platform (commercial lines, personal lines, benefits, retirement, payroll/HR) to deliver risk management solutions, and employ sales and marketing tactics to grow revenue and manage client relationships.

Identify, prospect, cultivate, and close new commercial clients. Use sales and marketing tactics, track activities in HubSpot, and leverage World’s platform across commercial lines, personal lines, employee benefits, retirement, payroll, and HR outsourcing to deliver comprehensive risk management solutions.

Identify, prospect, cultivate, and close new commercial clients using World’s platform. Use HubSpot to track sales activity and deliver commercial lines risk solutions while cross-selling personal lines, benefits, retirement, payroll, and HR outsourcing.

Lead client service for personal lines accounts, manage renewals and remarketing, evaluate exposures, obtain quotes with comparative raters, make coverage recommendations, bind policies and notify carriers, manage agency billing, review contracts and binding documents, and drive cross-sell opportunities while maintaining accurate account records in EPIC.

The Senior Client Manager serves commercial clients, ensuring satisfaction through strategic planning, risk assessment, and effective communication while managing various insurance processes in EPIC.

The Senior Associate Client Representative manages insurance account details, supports client requests, ensures accurate renewals, and fosters client relationships, leveraging technology and systems effectively.

Serve as primary service contact for a book of commercial clients: evaluate exposures, obtain and negotiate quotes, create carrier submissions, bind coverage, process renewals/endorsements, maintain account data in EPIC, and ensure client satisfaction.

The Personal Lines Senior Client Manager leads client service, evaluates exposures and renewals, makes coverage recommendations, and manages documentation in agency management systems.