Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US amp; Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held Pamp;C Broker and the 16th largest US Broker by Insurance Journal.
The Account Manager will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles Preparing proposals for new business and renewals. The ideal candidate will have demonstrated success in servicing key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key objectives.
Primary Responsibilities and Duties:
- Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
- Leveraging commercial Pamp;C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities
- Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers
- Participating in the retention of renewal business. Interacting with external customers to prepare specifications, underwriting data and related information in the marketing of insurance products
- 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 coverage’s
Requirements
- 5 - 7 years’ experience of Commercial Lines client management experience
- Valid Pamp;C license
- College degree preferred
- Proficient in insurance agency management systems
- Extensive knowledge of Commercial Lines coverage, rate analysis/procedures
- Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
- Understanding of marketplace trends and best practices to best meet client needs