Account Manager (CL)

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at our Bala Cynwyd, PA office location.

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                                                                                        

Primary Duties & Responsibilities: 

• 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.

 
Requirements & Qualifications: 

• Active P&C License
• 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 
• Good communication, interpersonal, and negotiation skills 
• Ability to work efficiently in teams  

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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, 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.

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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