[Remote] Personal Lines, Account Manager
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
Company H1B Sponsorship