The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process, and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

Your Impact:

Client Management:

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.

Day to Day Client Service:

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.

Client Accounting Responsibilities:

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.

Carrier & Wholesaler Relationships

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

Corporate Citizenship:

Active engagement in corporate initiatives as required for your role

Assist in driving a culture of accountability and collaboration, where great performance is recognized 

Participate in New Business activity as requested

Actively support corporate retention goals

Follow procedures for maintaining documentation to mitigate E&O 

Participate in any corrective action that have arisen during a local compliance audit

Engage in stretch assignments that will further develop their career development

Success Candidates Will Have:

2+ years of account management experience in a Property & Casualty brokerage environment. Specialization in HOA preferred.

Active P&C insurance license

Knowledge of Property & Casualty business 

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 5,000 employees across the US and Canada.

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800.00 - $90,000.00 + bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

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.