Personal Lines Account Manager

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 RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists.

• 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

• 3 - 5 years’ experience of Personal Lines client management experience
• 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

Entry level

Full-time

Administrative, General Business, and Project Management

Insurance

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• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Child care support
• Disability insurance

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