Account Manager
1 month ago
Primary Responsibilities & Duties:
- Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
- Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and cross sell/round out current accounts
- Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in accordingly
- Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact
- 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 placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums
- Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
- Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverages
- Assisting Senior Account Managers/Account Executives on processing of certificates, proposal prep, Auto ID cards, endorsements, audits, billing, schedules of insurance, and following up on outstanding items
Requirements and Qualifications:
- 3 years+ Commercial Lines client management experience
- Valid P&C Brokers license
- College degree preferred
- Industry specific designations preferred
- CISR, ARM or similar
- Proficient in insurance agency management systems, EPIC preferred
- Knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
- Understanding of marketplace trends and best practices to best meet client needs
- Possess excellent verbal and written communication skills
- Ability to collect, interpret and/or analyze complex data and information
- 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 100 offices and nearly 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:
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