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Personal Lines, Account Manager

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
Wisconsin (USA), United States

Offer summary

Qualifications:

2 - 4 years experience in Personal Lines client management, Valid PC brokers' license, Industry designations preferred – CISR, ARM or similar, Proficient in AMS360 and Work Smart, Knowledge of underwriting, coverage, and rate analysis.

Key responsabilities:

  • Provide strategic and consultative guidance to clients
  • Build and maintain relationships, exceeding expectations
  • Service/retain existing accounts and develop new business
  • Document and update system records and electronic files
  • Respond to inquiries and assist Producers with proposals
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Risk Strategies Company
1001 - 5000 Employees
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Job description

**The ideal candidate will live in the state of Wisconsin, or within a commutable distance**


Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals.


As a Personal Lines Account Manager at Risk Strategies, you will:


  • Build and maintain constructive relationships with customers by meeting and exceeding expectations
  • Actively service/retain existing accounts and develop new business opportunities
  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
  • Schedule personal client meetings at annual renewal or more frequently to maintain client contact
  • Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status
  • Respond to client inquiries, service requests and claims issues within established timeline


Requirements

  • 2 - 4 years’ experience of Personal Lines client management experience
  • Valid P&C brokers’ license
  • Industry specific designations preferred – CISR, ARM or similar
  • Proficient in insurance agency management systems, AMS360 and Work Smart preferred
  • Knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting



Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and 5,300 employees across the US and Canada.


Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Time Management
  • Relationship Building
  • Verbal Communication Skills

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