Client-Focused Personal Lines Account Manager

Risk Strategies Company; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Risk Strategies Company is seeking an experienced Account Manager to serve as a trusted advisor for standard Personal Lines clients. You will deliver proactive service, navigate coverage with confidence, and collaborate with a dynamic team to ensure a seamless client experience.

You will mentor PL Select Assistant Account Specialists and contribute to the growth of the team, leveraging your underwriting knowledge and relationships with carriers to optimize coverage and service levels.

Qualifications

• 3–5 years of Personal Lines client management experience.
• CISR or CIC designation preferred.
• Proficient in AMS 360, Work Smart and EPIC.
• Extensive knowledge of Personal Lines underwriting processes.
• Ability to clearly articulate products to clients and underwriters.

Responsibilities

• Build and maintain constructive relationships with internal and external customers.
• Service existing accounts and develop new business opportunities for a high-volume book.
• Maintain accurate system records of service, marketing, and policy communications in AMS/EPIC.
• Participate in retention of renewal business and engage with producers and office leaders on coverage recommendations.
• Advise clients on coverage options within established timelines.
• Review policies and provide coverage recommendations, exploring carrier placement options.
• Provide accurate quotations for additional coverages when needed.

Skills

Client management

Insurance knowledge

Relationship building

Communication

Education

CISR/CIC designation

Tools

AMS 360

Work Smart

EPIC

Job description

Risk Strategies Company is seeking an experienced Account Manager to serve as a trusted advisor for standard Personal Lines clients. You will deliver proactive service, navigate coverage with confidence, and collaborate with a dynamic team to ensure a seamless client experience.

You will mentor PL Select Assistant Account Specialists and contribute to the growth of the team, leveraging your underwriting knowledge and relationships with carriers to optimize coverage and service levels.