Personal Lines Account Manager

Role Overview

The Select Personal Lines Account Manager will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best‑in‑class service. The role will require working directly with other members of our Select Team as well as producers from other Risk Strategies Company offices. The role will also serve as a mentor to PL Select Assistant Account Specialists.

• Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
• Leverage 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.
• Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly.
• Participate in the retention of renewal business, interacting with producers and office leaders to make coverage recommendations and engage in account rounding activities.
• Ensure the client has continuous and proper coverage and advise the client of any recommendations within a mutually established timeline.
• Review current policies and provide recommendations regarding carrier placement options, utilizing department workflows and a network of industry contacts to determine appropriate coverage.
• Execute coverage analysis as needed and provide the client with accurate quotation for any additional coverage.

• 3–5 years of Personal Lines client management experience.
• Industry‑specific designations preferred – CISR, CIC or similar.
• Proficiency in insurance agency management systems, AMS 360, Work Smart and EPIC preferred.
• Extensive knowledge of Personal Lines underwriting coverage and procedures.

• Regularly sit, hear, and reach with hands and arms; occasionally required to stand and walk.
• Regularly lift and/or move up to 10 pounds.
• Specific vision abilities required: close vision and the ability to adjust focus.
• Work environment characteristics: moderate to loud noise level; occasional travel.

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.