Personal Lines Account Manager
Location: United States
Notice
240888
Risk Strategies, a privately-held National Insurance Brokerage and Risk Management Firm with over 4,300 employees and over 150 offices throughout the US is seeking a collaborative and resilient Account Manager for our Personal Risk Management team. The Account Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Personal Risk Management accounts.
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
- 3 - 5 years’ experience of Personal Lines client management experience
- Valid P&C brokers’ license
- College degree preferred
- Industry specific designations preferred – CISR, ARM or similar
- Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
- Extensive knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting
Risk Strategies Company does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.