The Account Manager position will be supporting one of Risk Strategies’ newest acquisitions, Bisnett Insurance. This role 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.
Your Impact:
Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
Leveraging commercial P&C 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
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
Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums
Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s
Successful Candidates Will Have:
3 - 5 years’ experience of Commercial Lines client management experience
Valid P&C brokers’ license
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
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.
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.
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.