Personal Insurance Risk Manager

Creative Planning; Overland Park (KS); On-site; USD 70,000 - 110,000; Full time

Job summary

Creative Planning in the United States is seeking a Personal Insurance Risk Manager to work with Wealth Managers and clients to tailor personal insurance strategies, quote coverage, and explain options.

The role emphasizes independence in placing home, auto, umbrella, and other personal lines, with a focus on clear communication and collaborative service.

Qualifications

• Licensed Property and Casualty Insurance Agent in Kansas or Missouri.
• Ability to market and place coverage promptly and independently.
• Strong communication skills to interpret and respond to complex issues.
• Efforts to obtain CISR or CIC designations.
• Strong relationship-building with Wealth Managers, companies and clients.

Responsibilities

• Address requests from Wealth Managers, clients, and carriers about quotes, coverage, claims, or admin issues.
• Create ACORD and other company applications to place coverages.
• Submit applications and documents to markets to obtain quotes quickly.
• Review quotes and resolve discrepancies with underwriters and communicate to clients.
• Prepare summaries, schedules, and proposals for customers as needed.
• Confirm binding of coverage with carriers and issue binders.
• Invoices agency‑billed policies and processes premium financing when needed.

Skills

Strong communication

Relationship building

Team player

Marketing complex risks

Independent placement

Customer service

Education

Property and Casualty Insurance License (KS/MO)

CISR/CIC designation

Tools

ACORD forms

Job description

The Personal Insurance Risk Manager is responsible for working directly with our Wealth Managers and their clientele to provide a comprehensive insurance approach to their personal insurance needs. They will provide quotes, explain coverages, and communicate with clients to determine how we can best serve them from a personal insurance standpoint.

The Personal Lines Risk Manager has a service‐driven personality and is experienced at marketing complex personal insurance risks. They will determine appropriate markets and work directly with companies to place personal insurance plans ranging from home, auto, umbrella, collections, boats, and secondary dwellings.

JOB DUTIES:

• Promptly address requests received from Wealth Managers, clients, and carriers regarding insurance quote status, coverage, claims, or administrative issues.
• Creates ACORD and various other company applications as needed to place coverages requested.
• Submits applications, loss runs, etc. to various markets to obtain quotes as quickly as possible.
• Reviews quotes and resolves any discrepancies directly with the underwriter and communicates final quotes to clients.
• Prepares summaries of insurance, schedules and proposals for Customers as needed.
• Confirms binding of coverage with carriers and issues binders.
• Issues Auto IDs for new business policies as needed.
• Invoices agency‑billed policies and executes premium finance agreements as needed.

REQUIRED EXPERIENCE/QUALIFICATIONS:

• Property and Casualty Insurance Agents License in Kansas or Missouri.
• Able to market and place insurance coverage promptly and independently –
• identifies appropriate markets, submits risks for quotes, presents quotes to insured, and binds coverage as elected.
• Strong communication skills and the ability to receive, interpret, and respond to complex issues.
• An ongoing effort to obtain professional designations such as CISR, CIC.
• Strong relationship‐building skills with Wealth Managers, companies, clients, and colleagues.
• Ability to be a team player and adapt to a fast‐paced, ever‐changing work environment with a positive attitude.