Account Manager

If you are a driven professional with an experience in customer service and insurance or surety account management, we want to talk to you!  The Surety Account Manager responsibilities include collaboration with teammates, engaging directly with our current client base in support of a book of business, analyzing clients, reviewing and collecting client information for placement with our surety companies, building sustainable relationships, and providing engaging customer service. The Account Manager represents the company's brand and supports our existing customer base in serving and renewing our commercial bond book within the JW Surety team of Risk Strategies.

In this role you will:

• Analyze client’s needs in order to develop submission, quote and policy documents

• Maintain relationships with important clients by understanding their needs and working with support to ensure they are met

• Maintain procedures in producing accurate and detailed files through our Agency Managements and internal systems

• Submit business to Surety Underwriters based on eligibility

• Work with Sales Associates directly to ensure proper handling of book of business

• Renew Business according to standard operating procedures

• Invoice and maintain follow ups for payment, supported by associate account management team

• Assure payments are made on time by clients

Expertise we desire:

• Results-oriented with a competitive spirit for winning

• Self-starting personality with the ability to prioritize and multi-task while having strong attention to detail

• Strong organizational, communication, and interpersonal skills with a professional customer service focus 

• Strong drive and work ethic, willingness to complete tasks as needed while working within time constraints in a fast-paced environment

• Strong analytical, organizational, and creative thinking skills.

• 2+ years in Account Management or Insurance and Surety Sales

• Strong experience with Microsoft Office (Excel, Word)

• An Associates degree or higher, preferred

• AMS360 background, preferred

Risk Strategies is the 9th largest privately held U.S. 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 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on 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.