Personal Lines Account Manager: Trusted Advisor

Risk Strategies Company; Kansas City (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Great Place to Work benefits

Specialty practices in various fields

Strong focus on environmental and governance issues

Job summary

A leading insurance brokerage firm in Kansas City seeks a Personal Lines Account Manager to serve as a trusted advisor to clients. The role involves maintaining relationships, servicing accounts, and mentoring junior staff. Ideal candidates will have 3–5 years of experience in client management and knowledge of insurance agency management systems. The company values environmental, social, and governance issues and offers a collaborative work environment.

Qualifications

• 3–5 years of personal lines client management experience required.
• Proficiency in insurance agency management systems preferred.
• Extensive knowledge of personal lines underwriting coverage and procedures necessary.

Responsibilities

• Build and maintain constructive relationships with customers.
• Service existing accounts and develop new business opportunities.
• Participate in the retention of renewal business and engage in account rounding activities.
• Review current policies and provide recommendations regarding carrier placement.

Skills

Client management

Personal lines insurance knowledge

Relationship building

Coverage analysis

Education

Industry-specific designations (CISR, CIC)

Tools

AMS 360

Work Smart

EPIC

Job description

A leading insurance brokerage firm in Kansas City seeks a Personal Lines Account Manager to serve as a trusted advisor to clients. The role involves maintaining relationships, servicing accounts, and mentoring junior staff. Ideal candidates will have 3–5 years of experience in client management and knowledge of insurance agency management systems. The company values environmental, social, and governance issues and offers a collaborative work environment.