Personal Lines Account Manager
Risk Strategies Company, Milwaukee, Wisconsin, United States, 53244
Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience.
And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you.
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
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
Ability to clearly articulate these products/plans to clients and underwriters
Physical Demands and Work Environment
While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
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.
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And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you.
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
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
Ability to clearly articulate these products/plans to clients and underwriters
Physical Demands and Work Environment
While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
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.
#J-18808-Ljbffr