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 and conducting policy audits, proposals 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 expectationsLeveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunitiesFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordinglyNurturing professional relationships through the facilitation of personal client meetings and consistent client contactParticipating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance productsEnsuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timelineReviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiumsSupporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and CarrierExecuting coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s

Requirements and Qualifications:

3 - 5 years’ experience of Commercial Lines client management experienceValid P&C brokers’ licenseIndustry specific designations preferred- CISR, ARM or similarProficient in insurance agency management systems, AMS 360 and Work Smart preferredExtensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting

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. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.