Private Client Account Manager & Renewal Strategist

Risk Strategies Company; Mount Pleasant (WI); On-site; USD 75,000 - 95,000; Full time

Job summary

Risk Strategies Company is seeking a Private Client Account Manager in Mount Pleasant, Wisconsin to serve as a trusted advisor to high‑net‑worth clients. You will lead renewal strategies, mitigate risks, and enhance client coverage strategies.

The ideal candidate will have over 5 years of experience in Personal Lines client management and possess relevant industry designations such as CAPI or CIC. Proficiency in insurance agency management systems is also crucial for this role.

Qualifications

• 5+ years’ Personal Lines client management experience.
• Preferred designations: CAPI, CPRIA, CIC or similar.
• Proficient in AMS 360, WorkSmart and EPIC.
• Extensive knowledge of Private Client underwriting.

Responsibilities

• Serve as primary advisor for Private Client book of business.
• Identify coverage gaps and mitigate risk.
• Lead renewal efforts from start to finish.
• Educate clients on coverage limitations and risks.

Skills

Client management experience

Insurance expertise

Relationship building

Strategic thinking

Education

Industry specific designations (CAPI, CPRIA, CIC)

Tools

AMS 360

WorkSmart

EPIC

Job description

Risk Strategies Company is seeking a Private Client Account Manager in Mount Pleasant, Wisconsin to serve as a trusted advisor to high‑net‑worth clients. You will lead renewal strategies, mitigate risks, and enhance client coverage strategies.

The ideal candidate will have over 5 years of experience in Personal Lines client management and possess relevant industry designations such as CAPI or CIC. Proficiency in insurance agency management systems is also crucial for this role.