Personal Lines Account Manager

Risk Strategies • Green Bay, WI

8d • Onsite

About The Position

The Account Manager 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 Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists.

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

Nice To Haves

• Industry specific designations preferred- CISR, CIC or similar

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

Benefits

• health insurance
• dental insurance
• vision insurance

What This Job Offers

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