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

Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience.

And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you.

Your Impact

• 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’s

Successful Candidates Will Have

• 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
• Ability to clearly articulate these products/plans to clients and underwriters
• Physical Demands and Work Environment
• 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 an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.