The Account Executive will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives.  Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.

Primary Responsibilities and Duties:

Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of businessActively service and retain existing accounts to mitigate client risk and exposureMaintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management systemRespond to client inquiries, service requests and claims issues within established timelinesParticipating in the retention of renewal businessExecute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management systemInteract with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activitiesMarket, analyze, negotiate and prepare carrier renewals, including alternative renewal optionsAll other duties assigned by PCS Regional Leader as needed

Requirements and Qualifications:

4+ years’ Personal Lines client management experienceValid P&C brokers’ licenseCollege degree preferredIndustry specific designations preferred- CAPI, CPRIA, CIC or similarProficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferredExtensive knowledge of Private Client underwriting, coverage and proceduresAbility to clearly articulate these products/coverages to clients and underwritersUnderstanding of marketplace trends and best practices to best meet clients’ needsPossess excellent verbal and written communication skillsDemonstrate proficiency in computer applications, especially Microsoft Office SuiteFlexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing prioritiesExceptional organization and time-management skills

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, and life insurance, 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 $37,000 - $85,290 annually. 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 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, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) 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.