Commercial Lines Associate Account Manager

We are seeking a motivated and detail-oriented Associate Account Manager to join our dynamic team. In this role, you will provide dedicated support to two Account Executives across a diverse portfolio that includes real estate, homeowners’ associations, and general business accounts.

The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service Team. The AAM must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record.

This position offers strong career development opportunities. You’ll have access to stretch assignments—challenging projects beyond your core responsibilities—that are designed to accelerate your learning, expand your skill set, and prepare you for future advancement within the organization. We’re committed to fostering growth and helping you build a rewarding career.

Your Impact:
•Day to Day Client Service:

• Complete the following tasks as requested by the Account Manager or Senior Account Manager

• Issuance of renewal of mid-term Certificates or Auto ID cards

• Policy checking and processing

• Endorsement and Audit checking and processing

• Generate requests for invoices on policies, endorsements or audits

• Order loss runs

• Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis

• Update the system of record to properly reflect conversations, communications and policy documentation

• Perform the first review for Quote checking

•Corporate Citizenship:

• Active engagement in corporate initiatives as required for your role

• Assist in driving a culture of accountability and collaboration, where great performance is recognized

• Participate in New Business activity as requested

• Actively support corporate retention goals

• Follow procedures for maintaining documentation to mitigate E&O

• Participate in any corrective action that have arisen during a local compliance audit

• Engage in stretch assignments that will further develop their career development

Successful Candidates Will Have:

• •Proven organizational skills

• •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

• •Ability to work efficiently in teams

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 5,300 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.

Pay Range:

$21.50 - $35.50 Hourly

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.

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