PL Select Specialist

Select Personal Lines Account Specialist

The Select Personal Lines 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.

Your Impact:

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 as well as providing the client with accurate quotation for any additional coverage's

Successful Candidates Will Have:

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

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 focus

The 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