Personal Lines, Select Account Specialist

Risk Strategies Company

Defiance (OH)

On-site

USD 50,000 - 75,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A prominent brokerage firm is seeking a Personal Lines, Select Account Specialist in Defiance, Ohio. The role involves advising clients on personal lines insurance, maintaining relationships, and managing accounts. Ideal candidates will have 3-5 years of client management experience and proficiency in insurance systems like AMS 360 and EPIC. This full-time position offers a competitive salary and benefits in a supportive work environment.

Qualifications

3 - 5 years’ experience in Personal Lines client management.
Industry specific designations preferred (CISR, CIC, etc.).
Proficient in insurance agency management systems.

Responsibilities

Building and maintaining relationships with clients.
Servicing existing accounts and developing new business opportunities.
Participating in the retention of renewal business.

Skills

Client management

Insurance knowledge

Communication

Tools

AMS 360

Work Smart

EPIC

Job description

Personal Lines, Select Account Specialist

Join to apply for the Personal Lines, Select Account Specialist role at Risk Strategies Company

Personal Lines, Select Account Specialist

2 days ago Be among the first 25 applicants

Join to apply for the Personal Lines, Select Account Specialist role at Risk Strategies Company

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Risk Strategies Company

**Role could also be in the Sylvania, OH office**

The Select Personal Lines Account Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists.

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

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 the 9th largest privately held U.S. 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, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Seniority level