Personal Lines - Assistant Account Specialist (Select Business)

The Personal Lines Select Assistant Account Specialist will assist the PL Select Department in supporting day to day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients.

*PLEASE NOTE: This is a hybrid position that will require up to 3 days/week in either our West Linn, OR, Portland, OR, Santa Rosa, CA or Burlingame, CA offices

In this role you will:

• Build and maintain constructive and effective relationships with internal and external clients by assisting the PL Select Account Specialists and Producers and responding to client/carrier communications as assigned
• Leverage Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts
• Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications
• Nurture professional relationships with carriers with consistent carrier contact
• Participate in the retention of renewal business by supporting the PL Select Account Specialists with interacting with Producers to prepare applications, underwriting data and related information in the marketing of personal insurance products
• Ensure the client has continuous and proper coverage by assisting the PL Select Account Specialist assigned to the client. This includes, but not limited to: marketing/rating, endorsements, recommendations, billing, ID Cards, policy/quote/binder checking, summaries of insurance, certificates and follow ups of outstanding items

Qualified candidates will possess:

• 1 - 3 years’ experience of Personal Lines client management experience preferred
• Valid P&C brokers’ license
• College degree preferred
• Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
• Knowledge of Personal Lines underwriting, coverage and procedures

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 5,500 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work 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.

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