Personal Lines Account Manager

🔥 0 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Risk Strategies Company

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏢 Enterprise

💸 Finance

Enterprise • Finance • Insurance

Risk Strategies Company is a comprehensive insurance brokerage and risk management firm. It offers a wide range of services including commercial insurance, employee benefits, private client insurance, and specialty risk management solutions tailored to the unique needs of businesses and individuals. With expertise across diverse industries, Risk Strategies provides innovative and customized solutions to mitigate risks and optimize coverage. Their client-centric approach ensures personalized service and dedicated support, making them a trusted partner in managing risk and developing resilience.

📋 Description

• 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

🎯 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