Risk Strategies

Compensation

Full Description

As a Select Account Specialist, you will be a trusted advisor and relationship builder for our valued personal lines clients, delivering proactive guidance, exceptional service, and tailored insurance solutions. You will collaborate closely with our dynamic Select Team and Producers across multiple RSC offices to ensure every client receives an elevated experience. In addition to managing your own book of business, you will have the opportunity to mentor and inspire Assistant Account Specialists, helping shape the next generation of service excellence within our team. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients 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 coverages All other duties as assigned by the department manager of regional PL Select leader Successful Candidates Will Have: 3 - 5 years’ 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, WorkSmart and EPIC preferred Extensive knowledge of Personal Lines underwriting, coverage and procedures Ability to clearly articulate these products/coverages to clients and underwriters Understanding of marketplace trends and best practices to best meet clients’ needs Possess excellent verbal and written communication skills Demonstrate proficiency in computer applications, especially Microsoft Office Suite Flexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing priorities 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 has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies is the 9th largest privately held US 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.