Senior Personal Lines Advisor

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

Job summary

A leading insurance firm is seeking a Personal Lines Account Manager to provide consultative guidance to personal lines clients. The role involves developing new business, fostering client relationships, and ensuring comprehensive coverage. Candidates should have 3–5 years of experience in client management, relevant insurance licenses, and proficiency in agency management systems. This position offers the opportunity to work in a fast-paced environment with a focus on high-quality service.

Qualifications

• 3–5 years of personal lines client management experience required.
• Valid P&C broker’s license necessary.
• Extensive knowledge of personal lines underwriting coverage and procedures is essential.

Responsibilities

• Serve as a trusted advisor to personal lines clients.
• Develop new business opportunities for a high-volume book of business.
• Manage service records and policy communications.

Skills

Personal lines client management

Insurance knowledge

Relationship building

Customer service

Education

Industry-specific designations (CISR, CIC or similar)

Tools

AMS 360

Work Smart

EPIC

Job description

A leading insurance firm is seeking a Personal Lines Account Manager to provide consultative guidance to personal lines clients. The role involves developing new business, fostering client relationships, and ensuring comprehensive coverage. Candidates should have 3–5 years of experience in client management, relevant insurance licenses, and proficiency in agency management systems. This position offers the opportunity to work in a fast-paced environment with a focus on high-quality service.