Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is a leading insurance brokerage seeking a Personal Lines Account Manager. In this role, you will serve as a trusted advisor to clients, providing proactive service and collaboration with a team to ensure client satisfaction and retention of business.
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
Skills
- 3 - 5 years' experience of Personal Lines client management experience
- Valid P&C brokers' license
- Extensive knowledge of Personal Lines underwriting coverage and procedures
- Ability to clearly articulate these products/plans to clients and underwriters
- Industry specific designations preferred- CISR, CIC or similar
- Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred
Company Overview
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. It was founded in 1997, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is http://www.risk-strategies.com.Company H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships, with 2 in 2025, 4 in 2024, 4 in 2023, 3 in 2022, 3 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.