Personal Lines Account Manager

Responsibilities 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 and providing the client with accurate quotation for any additional coverage. Qualifications 3–5 years of experience as a Personal Lines client manager. Valid P&C broker’s license. Industry‑specific designations preferred – CISR, CIC or similar. Proficient in insurance agency management systems: AMS360, WorkSmart, and EPIC. Extensive knowledge of Personal Lines underwriting coverage and procedures. Ability to clearly articulate these products and plans to clients and underwriters. Physical Demands and Work Environment Regularly sit, hear, and reach with hands and arms. Occasionally required to stand and walk. Must regularly lift and/or move up to 10 pounds. Specific vision abilities required: close vision and the ability to adjust focus. Noise level in the work environment is usually moderate to loud. Occasional travel. Equal Employment Opportunity Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics. #J-18808-Ljbffr