Personal Lines Account Manager

Risk Strategies • Sylvania, OH

4d

About The Position

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

Requirements

• 3 - 5 years’ experience of Personal Lines client management experience
• Valid P&C brokers’ license
• 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

Nice To Haves

• Industry specific designations preferred- CISR, CIC or similar
• Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees