Commercial Lines Account Executive

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 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, Client Service, Client Accounting, Carrier & Wholesaler Relationship and Corporate Citizenship:

  • At the direction of the Producer or Account Executive, participate 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.

  • 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.

  • 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 issues

  • 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.

Successful Candidates Will Have:

• 2+ Years of experience in a Property & Casualty brokerage environment

• Knowledge of Property & Casualty business

• Ability to follow process and procedures guidance

• Analytical and problem-solving abilities 

• Ability to display tact and poise under pressure when working through issues

• Good communication, interpersonal, and negotiation skills

• Ability to work efficiently in teams 

• Hold an active P&C Insurance License or any/all licenses as required by the Company

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 5,500 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work 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.

Pay Range:

$115,000.00 - $130,000.00 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

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.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.