Personal Lines Account Manager
Risk Strategies Company, Mount Pleasant, Wisconsin, United States
The Select Personal Lines 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 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
Successful Candidates Will Have
3 - 5 years’ experience of Personal Lines client management experience
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
Seniority level Entry level
Employment type Full-time
Job function Administrative, General Business, and Project Management
Industries Insurance
Referrals increase your chances of interviewing at Risk Strategies Company by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Child care support
Disability insurance
Get notified about new Personal Line Account Manager jobs in
Mount Pleasant, WI .
#J-18808-Ljbffr
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
Successful Candidates Will Have
3 - 5 years’ experience of Personal Lines client management experience
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
Seniority level Entry level
Employment type Full-time
Job function Administrative, General Business, and Project Management
Industries Insurance
Referrals increase your chances of interviewing at Risk Strategies Company by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Child care support
Disability insurance
Get notified about new Personal Line Account Manager jobs in
Mount Pleasant, WI .
#J-18808-Ljbffr