Personal Lines, Select Account Specialist

Risk Strategies Company; Sylvania (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive risk management advice

Mentorship opportunities

Strong company culture

Job summary

An insurance brokerage firm in Sylvania, Ohio is seeking a Personal Lines, Select Account Specialist to provide expert service and support to personal lines clients. The successful candidate will leverage their experience to service existing accounts, build relationships, and provide policy recommendations, while mentoring junior staff. This role requires strong knowledge of personal lines insurance and relevant management systems. Competitive benefits and a collaborative environment offered.

Qualifications

• 3 – 5 years of experience in Personal Lines client management.
• Proficiency in insurance agency management systems like AMS 360, Work Smart, and EPIC.
• Extensive knowledge of Personal Lines underwriting and coverage procedures.

Responsibilities

• Build and maintain relationships with customers and exceed their expectations.
• Service existing accounts and develop new business opportunities.
• Manage system records of service and marketing communications.
• Participate in retention of renewal business and interact with producers.
• Provide clients with coverage recommendations and ensure proper coverage.

Skills

Personal Lines client management

Insurance knowledge

Relationship building

Mentoring

Education

Valid P&C brokers’ license

CISR, CIC or similar designations

Tools

AMS 360

Work Smart

EPIC

Job description

Personal Lines, Select Account Specialist

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 Risk Strategies Company offices and will 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 according to.
• 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.

Qualifications:

• 3 – 5 years’ experience of Personal Lines client management experience.
• Valid P&C brokers’ license.
• 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.

About Risk Strategies:

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.