Assistant Personal Lines Account Specialist

Risk Strategies • Vero Beach, FL

7d

About The Position

The Personal Lines Assistant Account Specialist (AAS) supports the Account Specialist (AS) by handling service-related tasks and processing policy changes, typically with limited direct client contact. This is more of a customer service supportive role for the AS and their shared book of business. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,800 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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. Risk Strategies has joined Brown & Brown, and teams at both companies are growing. Risk Strategies offers comprehensive risk management solutions, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers. Everything we do is about the greater “WE”-never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers.

Responsibilities

• Answering and transferring calls from the mainline phone queue—not to assist the client directly, but to route them to the appropriate team member. The only exceptions are flood and auto-related calls, which the AAS is expected to handle if on their file.
• Following all Risk Strategies Standard Operating Procedures (SOP) and naming conventions.
• Assisting with client payments, flood and auto quotes/re-shops, completing auto endorsements from start to finish, and processing home endorsements and cancellations as assigned by the AS.
• Updating client information and policy details in the management system.
• Returning client calls and completing tasks assigned by the AS.
• Collaborating closely with the AS to maintain efficient workflows.
• Utilizing RSP Central FL when needed for follow-ups, document retrieval, and system updates.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed