Job description

We are seeking a seasoned Account Manager to join our Commercial Team. This strategic advisor role will play an integral part in developing cohesive relationships with clients. The ideal candidate will be responsible for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. This team member will be a proactive problem solver with demonstrated success in servicing a generalist lines book, including commercial property, contractors, residential associations, non-profits, lessors risk, etc.

In this role you will:

Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations
Leverage commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities
Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly
Nurture professional relationships through the facilitation of personal client meetings and consistent client contact
Participate in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
Ensure the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
Review current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums
Support the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
Execute coverage analysis as needed as well as provide the client with accurate quotes for any additional coverages

Expertise we desire:

4-5 years’ experience of Commercial Lines client management experience
Valid P&C license
College degree preferred
Industry specific designations preferred- CISR, ARM or similar
Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
Understanding of marketplace trends and best practices to best meet client needs
Possess excellent verbal and written communication skills
Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
Ability to collect, interpret and/or analyze complex data and information
Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
Exceptional organization and time-management skills

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 5,200 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.

JR101128

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