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Account Management Specialist

2 months ago

Philadelphia, Pennsylvania, United States Strategic Risk Solutions Full time
Job Overview

Strategic Risk Solutions Inc. (SRS), recognized as the leading independent insurance company manager globally, is expanding its team and seeking a motivated and dedicated Client Account Coordinator to be part of our Garnet Captive Services Division.

This in-office role demands an individual who is adaptable and possesses remarkable attention to detail. The ideal candidate will be a collaborative team member, always ready to assist with various tasks to effectively support client accounts.

Key Responsibilities
  • Conduct initial assessments and analysis of submission details (including preliminary underwriting)
  • Develop proposals and other sales-related materials for prospective and existing Members
  • Organize and maintain electronic documentation
  • Oversee initial data entry and ongoing tracking within Salesforce
  • Manage daily insurance requests for current Members (e.g., endorsement requests, necessary filings, etc.)
  • Create monthly, quarterly, bi-annual, and annual reports for current Members (distribution reports, claims analyses, etc.)
  • Collaborate continuously with sales leads, finance, and marketing departments
  • Assist the sales team during client presentations and negotiations
  • Ensure compliance with carrier requirements and industry standards in all underwriting processes
  • Stay informed about relevant industry knowledge and standards
Desired Attributes and Skills
  • Bachelor's Degree in Business Management, Risk Management, or a related discipline; recent graduates are encouraged to apply
  • Exceptional organizational and prioritization abilities
  • Self-motivated with the capability to take ownership and drive tasks to completion
  • A genuine eagerness to learn, contribute to a team, and enhance business acumen
  • Strong verbal, written, and proofreading skills
  • Effective presentation skills, both in-person and virtually
  • Alignment with our Core Values
  • Flexibility to work from our headquarters
  • Proficiency in Microsoft PowerPoint, Excel, Outlook, and Word

About Strategic Risk Solutions
SRS stands as the largest independent insurance company manager worldwide. With over 25 years of expertise, SRS offers management and consulting services to a diverse array of insurance company entities, ranging from single parent captives to intricate commercial insurers and reinsurers. SRS operates across various regions including the United States, Canada, Europe, and beyond.

Garnet Captive Services, LLC was established with the aim of delivering casualty insurance solutions tailored for mid-sized employers. Garnet Captive collaborates with a network of high-quality insurance agents to provide comprehensive group captive solutions encompassing workers' compensation, commercial auto, and general liability. Since its inception, Garnet's group captive programs have successfully reduced premiums, stabilized costs, and enhanced control over employers' insurance programs.

Offering a competitive salary and a comprehensive benefits package, including life, medical, dental, 401k, and tuition reimbursement, SRS is committed to providing every employee with opportunities for rewarding growth and advancement in an environment that values equity and inclusion. SRS' dedication to its workforce has fostered a company-wide network of colleagues who are committed to mutual success.

EOE

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