A Specialist Approach
Personal Lines Account Manager
Location
Wisconsin
Posted
3 days ago
Salary
0
Seniority
Senior
Job Description
Personal Lines Account Manager
Risk Strategies Company
• Building and maintaining constructive and effective relationships with internal and external customers • Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications • Participating in the retention of renewal business • Interacting with producers and office leaders to make coverage recommendations • Ensuring the client has continuous and proper coverage and advising the client of any recommendations
Job Requirements
- 3 - 5 years’ experience 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
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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