Personal Lines Risk Advisor

1 day ago


Hollywood, Florida, United States Intelligent Staffing Full time
About the Role

We are hiring a Personal Lines Account Manager at Intelligent Staffing to manage daily operations, including new business, renewals, and customer service for our Personal Lines division. The successful candidate will be based in one of our three offices: Hallandale Beach (FL), Miami (FL), or Rye Brook (NY).

Key Responsibilities:
  1. Screen insurance applicants for insurability and risk quality.
  2. Stay up-to-date on carrier appetites and wholesaler opportunities to inform marketing decisions.
  3. Design customized insurance plans and recommend coverages based on client risk profiles.
  4. Prepare and submit accurate insurance applications and supporting documents to carriers.
  5. Presents sales pitches to prospective and existing clients for new and renewal business.
  6. Clarify coverage and exclusions for clients and record explanations in our agency management system.
  7. Review existing policies annually to maintain comprehensive services and adapt to changes in exposure.
  8. Improve processes and procedures to enhance client satisfaction.


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