PL Select Account Specialist Position Available In Broward, Florida

Tallo's Job Summary: The Personal Lines Select Account Specialist role at Risk Strategies involves serving as a trusted advisor to standard personal lines clients, providing consultative guidance, and working with internal and external customers. Candidates should have 3-5 years of experience in client management, possess a valid P&C brokers' license, and be proficient in insurance agency management systems. This position offers a competitive salary and the opportunity to work for a leading US brokerage firm with a strong commitment to equal employment opportunity. Learn more about this role at www.risk-strategies.com/careers.

Company:
Risk Strategies Company
Salary:
JobFull-timeOnsite

Job Description

The Personal Lines Select Account Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists.

In this role you will:

Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leverage 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 Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in

AMS/EPIC

accordingly Participate in the retention of renewal business. Interacting with producers and office leaders to make coverage recommendations and engage in account rounding activities Ensure the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline Review current policies and providing recommendations regarding carrier placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage Execute coverage analysis as needed as well as providing the client with accurate quotation for any additional coverages Qualified candidates will possess: 3 – 5 years’ experience of 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, Work Smart and EPIC preferred Extensive knowledge of Personal Lines underwriting coverage and procedures Ability to clearly articulate these products/plans to clients and underwriters Understanding of marketplace trends and best practices to best meet client needs Possess excellent verbal and written communication skills Demonstrate proficiency in computer applications, esp. Microsoft Office Suite Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities Exceptional organization and time-management skills 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. 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 over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are 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 .

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