Personal Lines Account Manager jobs in United States
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Risk Strategies Company · 18 hours ago

Personal Lines Account Manager

Risk Strategies Company is seeking a Personal Lines Account Manager to serve as a trusted advisor to personal lines clients, providing consultative guidance and exceptional service. The role involves building relationships with clients, managing accounts, and mentoring junior staff while ensuring clients have the appropriate coverage and advising on recommendations.

ConsultingFinanceFinancial ServicesInsuranceInsurTech
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H1B Sponsor Likelynote
Hiring Manager
Michael DesEnfants
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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

Personal Lines client managementP&C brokers’ licenseCISR certificationAMS 360 proficiencyPersonal Lines underwriting knowledge

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

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

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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.

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 Stage
Total Funding
unknown
2015-10-07Acquired

Leadership Team

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Jeff M. Clinkscales
SVP, West Region Private Client Leader
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Lawrence Hartley
Senior Vice President
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Company data provided by crunchbase