Job Description
This position is for an experienced, Property & Casualty licensed, Commercial Lines Mid-Market Sr. Account Manager who will be responsible for managing the day-to-day insurance needs of our Clients. In this role, you will serve as a trusted advisor to Clients on their Property & Casualty Risk Management needs. The Senior Account Manager works closely with our clients to understand their businesses, partners with our valued Carrier and Broker network, and collaborates with various internal teams to deliver appropriate Property & Casualty risk management services while executing superior service.
Your Impact:
- Manage individual book of business of clients by ensuring client’s day-to-day support needs are addressed accurately and timely; Aid in building and maintaining strong business relationships with proper internal and external partners
- Participating in the retention of current clients by interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products; travel to client/carrier meetings as needed
- Account management through maintenance of files with proper records according to company Standard Operating Procedures
- Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with Clients and carriers accordingly
- Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, etc.;
- Leverage insurance knowledge and technical expertise to actively service existing Clients and develop new business opportunities
- Mentoring and guidance of less experienced team members
Successful Candidates will have:
- 5+ years of related experience and/or training preferred, or demonstrated skills listed below; valid Current Property and Casualty license required; professional designations preferred
- Proficient use of agency management software with the ability to quickly learn new systems and processes
- Comprehensive knowledge of available commercial lines coverages based on business classification, as well as informed on current industry trends and client retention strategies
- Leadership in client support and applies advocacy skills
- Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
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.
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, 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 $85,000.00 - $110,000.00. 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
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