Personal Lines, Select Account Specialist

Personal Lines, Select Account Specialist

The Select Personal Lines Account Specialist 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 and will 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 according to.
• 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.
• 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.

While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described are representative of those employees performing the essential functions of this job.

The noise level in the work environment is usually moderate to loud. 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.