Account Manager

3 weeks ago

Wisconsin Rapids, United States Risk Strategies Full time
Job Mission:

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development.

The Account Manager's focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.

The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

Key Responsibilities:
  • Client management:
    • At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
    • Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
    • Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
    • Obtain loss run or policy documentation directly from a carrier website as needed.
  • Day to Day Client Service:
    • Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
    • Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
    • Submitting and managing changes to the carrier per the client's request
    • Update the system of record to properly reflect conversations, communications and policy documentation
    • Processing of monthly, quarterly or annually audits and monthly reports as received
    • Handling contract reviews that are not complex in nature
    • Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
  • Client Accounting Responsibilities:
    • Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing
    • Responsible for request for invoice on an agency bill policy within the corporate guidelines
    • Communication with the Client and Producer when there is an Aged A/R issue
    • Generate the request to return funds to the client as appropriate
    • Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc.
  • Carrier & Wholesaler Relationships
    • Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
    • Implementation of the "Fewer & Stronger" market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client
  • Corporate Citizenship:
    • Active engagement in corporate initiatives as required for your role
    • Assist in driving a culture of accountability and collaboration, where great performance is recognized
    • Participate in New Business activity as requested
    • Actively support corporate retention goals
    • Follow procedures for maintaining documentation to mitigate E&O
    • Participate in any corrective action that have arisen during a local compliance audit
    • Engage in stretch assignments that will further develop their career development
Required Skills & Experience
  • 2+ Years of experience in a Property & Casualty brokerage environment
  • Hold an Insurance licenses as required by the Company
  • Knowledge of Property & Casualty business
  • Ability to follow process and procedures guidance
  • Analytical and problem-solving abilities


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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