Assistant Account Manager

We are seeking a seasoned Assistant Account Manager to join our Commercial Team. This strategic role will play an integral part in assisting Account Managers with larger account service needs/business opportunities.  The ideal candidate will be a proactive problem solver with demonstrated success in servicing a book of general lines Commercial business (association, select-sized accounts, middle market accounts) by assisting in direct bills, policy reviews/checks and issuing certificates.

In this role you will:

• Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations
• Process policy changes from clients
• Process endorsements from carriers including reviewing for accuracy, invoicing and sending to client
• Update system as needed
• Responsible for managing daily account servicing needs: cancellations, binders, premium finance contracts, auto ID cards, certificates, schedule of insurance and client correspondence, retrieving policies, attaching and billing in agency management system
• All other duties pertaining to servicing accounts and/or other duties as assigned from time to time

Expertise we desire:

• 1 - 3 years’ experience of Commercial brokerage experience servicing accounts
• Valid P&C license preferred (or ability to obtain within 90 days of hire)
• College degree preferred
• Industry specific designations preferred- CISR, ARM or similar
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
• Exceptional organizational and time-management skills
• Ability to multi-task in a fast-paced environment
• Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
• A valid 2-20 P&C License will be required to maintain a remote position

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.

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