Senior Account Manager
3 weeks ago
Account Manager Role Overview
We are seeking a highly motivated and experienced Account Manager to join our team at Risk Strategies. As an Account Manager, you will be responsible for collaborating with our team to engage directly with our current client base in support of a book of business. This includes analyzing clients, reviewing and collecting client information for placement with our surety companies, building sustainable relationships, and providing engaging customer service.
Key Responsibilities
- Analyze client needs to develop submission, quote, and policy documents
- Maintain relationships with important clients by understanding their needs and working with support to ensure they're met
- Work with Sales Associates directly to ensure proper handling of book of business
- Invoice and maintain follow-ups for payment, supported by associate account management team
- Strong organizational skills with professional customer service focus
- Excellent communication, interpersonal, and customer service skills
- Self-starting personality with ability to prioritize and manage multiple responsibilities simultaneously
- Strong analytical, organizational, and creative thinking skills
Requirements
- 2+ years in Account Management or Insurance and Surety Sales
- Strong experience with Microsoft Office (Excel, Word)
Risk Strategies is a leading 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 over 200 offices and more than 5,200 employees, we serve commercial companies, nonprofits, public entities, and individuals, and have access to all major insurance markets. 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.
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