Personal Lines Account Manager

RSC Insurance Brokerage, Inc.; Mount Pleasant (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

RSC Insurance Brokerage, Inc. seeks a Personal Lines Client Manager in Mount Pleasant, Wisconsin. The successful candidate will build and maintain relationships with clients, manage accounts, and participate in business retention.

This role requires 3–5 years of relevant experience and a valid P&C broker's license. Familiarity with AMS360, WorkSmart, and EPIC systems is necessary. Join a company committed to providing exceptional service and fostering an inclusive work environment.

Qualifications

• 3–5 years of experience as a Personal Lines client manager.
• Proficient in insurance agency management systems: AMS360, WorkSmart, and EPIC.
• Extensive knowledge of Personal Lines underwriting coverage and procedures.

Responsibilities

• Building and maintaining relationships with clients.
• Service existing accounts and develop new business.
• Participating in retention of renewal business.

Skills

Personal Lines client management

Insurance agency management systems

Communication skills

Education

Valid P&C broker’s license

Industry-specific designations (CISR, CIC)

Tools

AMS360

WorkSmart

EPIC

Job description

Responsibilities

• 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 and providing the client with accurate quotation for any additional coverage.

Qualifications

• 3–5 years of experience as a Personal Lines client manager.
• Valid P&C broker’s license.
• Industry‑specific designations preferred – CISR, CIC or similar.
• Proficient in insurance agency management systems: AMS360, WorkSmart, and EPIC.
• Extensive knowledge of Personal Lines underwriting coverage and procedures.
• Ability to clearly articulate these products and plans to clients and underwriters.

Physical Demands and Work Environment

• Regularly sit, hear, and reach with hands and arms.
• Occasionally required to stand and walk.
• Must regularly lift and/or move up to 10 pounds.
• Specific vision abilities required: close vision and the ability to adjust focus.
• Noise level in the work environment is usually moderate to loud.
• Occasional travel.

Equal Employment Opportunity

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.