Risk Strategies Company logo
Risk Strategies Company

A Specialist Approach

Personal Lines Account Manager

Location

Wisconsin

Posted

3 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expEnglish

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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