Risk Strategies Company · 3 months ago
Personal Lines Account Manager
Washington, MO
Full-time
Hybrid
Mid Level
3+ years expRisk Strategies Company is seeking a Personal Lines Account Manager to serve as a trusted advisor to personal lines clients. The role involves managing client relationships, developing new business opportunities, and ensuring clients have the proper coverage while mentoring junior staff.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
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’s
Qualification
Required
3 - 5 years' experience of Personal Lines client management experience
Valid P&C brokers' license
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
Preferred
Industry specific designations preferred- CISR, CIC or similar
Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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