Account Manager

Primary Responsibilities and Duties:

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
• Leveraging commercial P&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.
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.
• Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums.

Requirements and Qualifications:

• 5-7 years’ experience of Commercial Lines client management experience.
• Valid P&C brokers’ license.
• 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 & experience reporting.
• 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.

Risk Strategies is the 9 th largest privately held US 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. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.