Risk Strategies
Account Manager
The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. PLEASE NOTE: This is a hybrid position that will require an in-office presence, up to 3 days/week, in our Doylestown, PA office. In this role you will be responsible for the following: Client Management:
At the direction of the Producer or Account Executive (Prod/AE), participates 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. Day to Day Client Service:
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. Client Accounting Responsibilities:
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 issue
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. Carrier & Wholesaler Relationships:
Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
Implementation of the "Fewer & Stronger" market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client 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 Qualified candidates will possess:
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, or willing to obtain, Insurance 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. 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.
The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. PLEASE NOTE: This is a hybrid position that will require an in-office presence, up to 3 days/week, in our Doylestown, PA office. In this role you will be responsible for the following: Client Management:
At the direction of the Producer or Account Executive (Prod/AE), participates 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. Day to Day Client Service:
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. Client Accounting Responsibilities:
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 issue
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. Carrier & Wholesaler Relationships:
Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
Implementation of the "Fewer & Stronger" market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client 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 Qualified candidates will possess:
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, or willing to obtain, Insurance 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. 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.