Assistant Account Manager, Personal Lines

Working from Mt Pleasant, Milwaukee or Green Bay, Wisconsin locations for our newly acquired Johnson Insurance Group, Risk Strategies is seeking an Assistant Account Manager to join our Commercial Team. This strategic role will play an integral part in assisting Account Managers with account service needs/business opportunities. The ideal candidate will be a proactive problem solver interested in growing their career in Insurance.

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
• 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:

• 1 - 3 years’ experience of Personal Lines client management experience Perferred
• Valid P&C brokers’ license (or ability to obtain within 90 days of hire) Preferred
• Industry specific designations preferred- CISR, ARM or similar
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
• 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

Risk Strategies is the 9th 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, the firm 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.

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

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.