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Senior Personal Lines Client Strategist
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-01-12
Listing for:
World Insurance As
Full Time
position Listed on 2026-01-12
Job specializations:
-
Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent, Property Insurance
Job Description & How to Apply Below
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.
Position SummaryIndependently 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.
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”
- 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
- Maybe responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.
Position Requirements
10+ Years
work experience
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