Job Summary

The Select 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.

Primary Responsibilities and Duties:

Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectationsLeveraging 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 clientsFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordinglyParticipating in the retention of renewal business. Interacting with producers and office leaders to make coverage recommendations and engage in account rounding activitiesEnsuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timelineReviewing current policies and providing recommendations regarding carrier placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverageExecuting coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s

Requirements and Qualifications:

3 - 5 years’ experience of Personal Lines client management experienceValid P&C brokers’ licenseIndustry specific designations preferred- CISR, CIC or similarProficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferredExtensive knowledge of Personal Lines underwriting coverage and proceduresAbility to clearly articulate these products/plans to clients and underwritersUnderstanding of marketplace trends and best practices to best meet client needsPossess excellent verbal and written communication skillsDemonstrate proficiency in computer applications, esp. Microsoft Office SuiteFlexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing prioritiesExceptional organization and time-management skills

Physical Demands and Work Environment

While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focusThe work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel

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.

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