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Senior Account Manager, Private Equity

Key Facts

Full time
Senior (5-10 years)
English

Other Skills

  • Relationship Building
  • Communication
  • Time Management
  • Problem Solving

Roles & Responsibilities

  • 3-5 years’ experience of Commercial Lines client management experience
  • Valid State PC brokers’ license
  • College degree preferred
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred

Requirements:

  • Serve as a trusted advisor to key client groups providing strategic and consultative guidance
  • Participate in the retention of renewal business and prepare insurance specifications
  • Review current policies and provide recommendations regarding placement options
  • Build and maintain constructive relationships with internal and external customers

Job description

The Senior Account Manager will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. The ideal candidate will have demonstrated success in servicing key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key objectives.

This position would operate within Risk Strategies Private Equity group, Krauter and Company. Krauter & Company is a full-service international insurance and benefits broker that has reengineered the brokerage model to ensure delivery of the best risk management solutions our industry can offer.

Your Impact

  • 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.
  • Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums.
  • Assisting on document issuance, data entry, and coverage approvals on advertising, television, feature film, documentary, and special event liability insurance programs.
  • Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.
  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
  • Leveraging commercial entertainment insurance knowledge and expertise to actively service existing accounts and develop new business opportunities.
  • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly.
  • Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact.

Successful Candidates Will Have:

  • 3-5 years’ experience of Commercial Lines client management experience
  • Valid State P&C brokers’ license
  • College degree preferred
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
  • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting

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 5,300 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.

Pay Range:

-

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Brown & Brown, Inc. and our team of companies 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, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/.  

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

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