Personal Lines Account Manager (Select Business)

Risk Strategies Company; Portland (OR); On-site; USD 52,000 - 85,000; Full time

Benefits offered by this job

Comprehensive risk management advice

Great workplace culture

Commitment to environmental issues

Job summary

A leading brokerage firm in Portland, Oregon is seeking a client manager to provide strategic guidance to Middle Market clients. Responsibilities include managing client relationships, servicing existing accounts, and developing new business opportunities. The ideal candidate will have 2-4 years of experience in Personal Lines client management and relevant industry designations. This position offers a competitive salary range of $52,000 - $85,000 annually with opportunities for professional growth.

Qualifications

• 2 - 4 years of Personal Lines client management experience required.
• Knowledge of Personal Lines underwriting and coverage is essential.

Responsibilities

• Build and maintain relationships with customers.
• Actively service existing accounts and develop new business.
• Document and update client communications.

Skills

Personal Lines client management

Client relationship management

Communication skills

Education

Industry specific designations (CISR, ARM)

Tools

AMS360

Work Smart

Job description

Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals.

Your Impact

• Build and maintain constructive relationships with customers by meeting and exceeding expectations
• Actively service/retain existing accounts and develop new business opportunities
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
• Schedule personal client meetings at annual renewal or more frequently to maintain client contact
• Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status
• Respond to client inquiries, service requests and claims issues within established timeline

Successful Candidates Will Have

• 2 - 4 years’ experience of Personal Lines client management experience
• Industry specific designations preferred – CISR, ARM or similar
• Proficient in insurance agency management systems, AMS360 and Work Smart preferred
• Knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting

Risk Strategies is the 9th largest privately held US 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, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range

$52,000.00 - $85,000.00 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

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.