Account Manager

6 days ago


United, United States Risk Strategies Full time
Surety Account Manager Role

We are seeking a driven professional with experience in customer service and insurance or surety account management to join our team at Risk Strategies.

  • This role involves collaborating with teammates, engaging directly with our current client base, analyzing clients, reviewing and collecting client information, building sustainable relationships, and providing engaging customer service.
  • The Account Manager represents the company's brand and supports our existing customer base in serving and renewing our commercial bond book.
Key Responsibilities:
  • Promote the company's brand and develop submission, quote, and policy documents based on client needs.
  • Maintain relationships with important clients by understanding their needs and working with support to ensure they're met.
  • Produce accurate and detailed files through our Agency Managements and internal systems.
  • Submit business to Surety Underwriters based on eligibility.
  • Work with Sales Associates directly to ensure proper handling of book of business.
  • Reneew Business according to standard operating procedures.
  • Invoice and maintain follow-ups for payment, supported by associate account management team.
Desired Expertise:
  • Results-oriented professional with a competitive spirit for winning.
  • Ability to multi-task while having strong attention to detail.
  • Strong organizational skills with professional customer service focus.
  • Strong drive and work ethic, willingness to complete tasks as needed while working within time constraints in a fast-paced environment.
  • Excellent communication, interpersonal, and customer service skills.
  • Self-starting personality with ability to prioritize and manage multiple responsibilities simultaneously.
Experience Preferences and Requirements:
  • 2+ years in Account Management or Insurance and Surety Sales.
  • Strong experience with Microsoft Office (Excel, Word).
  • An Associates degree or higher, preferred.
  • AMS360 background, preferred.

Risk Strategies is a leading 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.

We are an equal opportunity workplace and are committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or other legally protected characteristics.



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