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 2,500 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.
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 in AMS accordingly
- Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact
- Participating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
- Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums
- Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
Requirements
- 1 - 3 years’ experience of Commercial Lines client management experience
- Valid NY Pamp;C brokers’ license preferred
- College degree preferred
- Industry specific designations preferred- CISR, ARM or similar
- Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
- Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures amp; experience reporting