Personal Lines Account Manager
16 hours ago
The Select Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists.
Your impact:
- Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
- Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients
- Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly
- Participating in the retention of renewal business. Interacting with producers and office leaders to make coverage recommendations and engage in account rounding activities
- Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
- Reviewing current policies and providing recommendations regarding carrier placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage
- Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage's
- 3 - 5 years' experience of Personal Lines client management experience
- Valid P&C brokers' license
- Industry specific designations preferred- CISR, CIC or similar
- Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred
- Extensive knowledge of Personal Lines underwriting coverage and procedures
- Ability to clearly articulate these products/plans to clients and underwriters
- Understanding of marketplace trends and best practices to best meet client needs
- Possess excellent verbal and written communication skills
- Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
- Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
- Exceptional organization and time-management skills
- While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
- The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
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