Risk Strategies Company
Personal Lines Select Account Specialist
Risk Strategies Company, Boston, Massachusetts, us, 02298
Personal Lines Select Account Specialist
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Personal Lines Select Account Specialist
role at
Risk Strategies Company .
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
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.
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Personal Lines Select Account Specialist
role at
Risk Strategies Company .
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
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.
#J-18808-Ljbffr