Account Manager (CL)

The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account                                                                                        

Your Impact:

• At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering 
• Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.  
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals. 
• Obtain loss run or policy documentation directly from a carrier website as needed. 
• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE. 
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking 
• Submitting and managing changes to the carrier per the client’s request 
• Update the system of record to properly reflect conversations, communications and policy documentation 
• Processing of monthly, quarterly or annually audits and monthly reports as received 
• Handling contract reviews that are not complex in nature 
• Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims
• Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing 
• Responsible for request for invoice on an agency bill policy within the corporate guidelines 
• Communication with the Client and Producer when there is an Aged A/R issue 
• Generate the request to return funds to the client as appropriate 
• Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc. 
• Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets 
• Implementation of the “Fewer & Stronger” market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client 

Successful Candidate Will Have: 

•  2+ Years of experience in a Property & Casualty brokerage environment 
• Knowledge of Property & Casualty business  
• Ability to follow process and procedures guidance 
• Analytical and problem-solving abilities  
• Ability to display tact and poise under pressure when working through issues 
• Hold, or willing to obtain, Insurance licenses as required by the Company

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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