PL Select Account Specialist

Risk Strategies • Union, MO

101d

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.

Requirements

• 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.

Nice To Haves

• Industry specific designations such as 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.

What This Job Offers

• Job Type: Full-time
• Number of Employees: 5,001-10,000 employees