Personal Lines, Account Manager

Overview

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. 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.
Responsibilities

Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
Leverage 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.
Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly.
Participate in the retention of renewal business.
Interact with producers and office leaders to make coverage recommendations and engage in account rounding activities.
Ensure the client has continuous and proper coverage and advise the client of any recommendations within a mutually established timeline.
Review current policies and provide recommendations regarding carrier placement options.
Utilize department workflows and a network of industry contacts to determine appropriate coverage.
Execute coverage analysis as needed and provide the client with accurate quotation for any additional coverage.
Qualifications

3–5 years 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.
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; occasionally required to stand and walk; and must regularly lift and/or move up to 10 pounds. The 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.
Pay Range

54,800 - $75,000 Annual
Equal Opportunity Employment

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.
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