Risk Strategies Company
Account Manager, Commercial Lines
Risk Strategies Company, Toledo, Ohio, United States, 43614
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Account Manager, Commercial Lines
role at
Risk Strategies Company . The primary role of the Account Manager is to handle the day‑to‑day client service requirements on an assigned book of business.
The book could be overseen by a Producer or Account Executive responsible for service, placement and business development. As an AM you must have deep knowledge of coverage and insurance programs, yet spend a significant portion of your time on system activity and communicating with clients via email, phone or in person.
You are accountable for adhering to corporate initiatives, processes and ensuring data integrity in the system of record. The AM is a key member of the client team and provides direction to any third‑party vendors responsible for the account. 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. Provides support in drafting exposure gathering information, loss exhibits, submissions and proposals. Obtains loss run or policy documentation directly from a carrier website as needed. Is the primary recipient of daily questions or changes from the client or forwarded by the Producer/Account Executive. Works with Associate Account Manager or third‑party vendor to issue certificates, invoices, policy/endorsement/audit checks. Processes monthly, quarterly or annual audits and reports as received. Handles contract reviews that are not complex in nature. Claims management; instructs the client to report notice of loss directly to the carrier or provides claims reporting and support for ongoing large claims. Client Accounting Responsibilities
Sets up the policy in the system of record to properly reflect all pertinent billing information. Requests invoices on an agency bill policy within corporate guidelines. Communicates with the client and Producer when there is an aged A/R issue. Generates requests to return funds to the client as appropriate. Responds to accounting for requested information such as carrier discrepancies, application of cash, etc. Maintains carrier and wholesaler relationships. Aligns RSC with partner carriers and intermediaries so renewals are placed with ideal markets. Implements the “Fewer & Stronger” market consolidation initiative, leveraging RSC buying power and ensuring the best terms and conditions for the client. Successful Candidate Will Have
5+ years of experience in a Property & Casualty brokerage environment. 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, 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 U.S. 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 a good steward of its company, culture and communities by focusing on Environmental, Social, and Governance issues. Toledo, Ohio Metropolitan Area — Salary: $60,000.00 – $90,000.00; Full‑time; Associate level; Administrative, Customer Service, and Consulting; Industry: Insurance.
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Account Manager, Commercial Lines
role at
Risk Strategies Company . The primary role of the Account Manager is to handle the day‑to‑day client service requirements on an assigned book of business.
The book could be overseen by a Producer or Account Executive responsible for service, placement and business development. As an AM you must have deep knowledge of coverage and insurance programs, yet spend a significant portion of your time on system activity and communicating with clients via email, phone or in person.
You are accountable for adhering to corporate initiatives, processes and ensuring data integrity in the system of record. The AM is a key member of the client team and provides direction to any third‑party vendors responsible for the account. 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. Provides support in drafting exposure gathering information, loss exhibits, submissions and proposals. Obtains loss run or policy documentation directly from a carrier website as needed. Is the primary recipient of daily questions or changes from the client or forwarded by the Producer/Account Executive. Works with Associate Account Manager or third‑party vendor to issue certificates, invoices, policy/endorsement/audit checks. Processes monthly, quarterly or annual audits and reports as received. Handles contract reviews that are not complex in nature. Claims management; instructs the client to report notice of loss directly to the carrier or provides claims reporting and support for ongoing large claims. Client Accounting Responsibilities
Sets up the policy in the system of record to properly reflect all pertinent billing information. Requests invoices on an agency bill policy within corporate guidelines. Communicates with the client and Producer when there is an aged A/R issue. Generates requests to return funds to the client as appropriate. Responds to accounting for requested information such as carrier discrepancies, application of cash, etc. Maintains carrier and wholesaler relationships. Aligns RSC with partner carriers and intermediaries so renewals are placed with ideal markets. Implements the “Fewer & Stronger” market consolidation initiative, leveraging RSC buying power and ensuring the best terms and conditions for the client. Successful Candidate Will Have
5+ years of experience in a Property & Casualty brokerage environment. 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, 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 U.S. 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 a good steward of its company, culture and communities by focusing on Environmental, Social, and Governance issues. Toledo, Ohio Metropolitan Area — Salary: $60,000.00 – $90,000.00; Full‑time; Associate level; Administrative, Customer Service, and Consulting; Industry: Insurance.
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