Account Manager, Commercial Lines

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Overview

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The AM should have a deep understanding of coverage and insurance programs, but their focus includes a significant amount of time spent on system activity and communication with the client via email, phone or in person. 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 :

• Participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
• Manages a renewal book of business, Including Submissions, Marketing, 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 :

Client Accounting Responsibilities :

Successful Candidate Will Have

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 5,300 employees across the US and Canada.

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