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. This book of business could have a Producer or Account Executive who has overall responsibility for service, placement and business development.
Responsibilities
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.
Primary recipient of daily questions or changes from the client or forwarded by the Producer/Account Executive.
Works with Associate Account Manager or 3rd‑party vendor to issue certificates, invoices, policy/endorsement/audit checking.
Processes monthly, quarterly or annual audits and monthly reports as received.
Handles contract reviews that are not complex in nature.
Manages claims, instructing the client to report notice of loss directly to the carrier or providing 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.
Requests invoices on agency bill policies within corporate guidelines.
Communicates with the client and producer when there is an aged accounts‑receivable issue.
Generates requests to return funds to the client as appropriate.
Provides timely responses to accounting when requests for information are made (e.g., carrier discrepancies, application of cash).
Maintains carrier and wholesaler relationships.
Aligns RSC with partner carriers and intermediaries so that 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.
Qualifications
5+ years of experience in a Property & Casualty brokerage environment.
Holds insurance licenses as required by the company.
Company Overview 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, and consulting services. 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 inclusion on the Inc. 5000 list as one of America’s Fastest Growing Private Companies.
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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. This book of business could have a Producer or Account Executive who has overall responsibility for service, placement and business development.
Responsibilities
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.
Primary recipient of daily questions or changes from the client or forwarded by the Producer/Account Executive.
Works with Associate Account Manager or 3rd‑party vendor to issue certificates, invoices, policy/endorsement/audit checking.
Processes monthly, quarterly or annual audits and monthly reports as received.
Handles contract reviews that are not complex in nature.
Manages claims, instructing the client to report notice of loss directly to the carrier or providing 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.
Requests invoices on agency bill policies within corporate guidelines.
Communicates with the client and producer when there is an aged accounts‑receivable issue.
Generates requests to return funds to the client as appropriate.
Provides timely responses to accounting when requests for information are made (e.g., carrier discrepancies, application of cash).
Maintains carrier and wholesaler relationships.
Aligns RSC with partner carriers and intermediaries so that 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.
Qualifications
5+ years of experience in a Property & Casualty brokerage environment.
Holds insurance licenses as required by the company.
Company Overview 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, and consulting services. 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 inclusion on the Inc. 5000 list as one of America’s Fastest Growing Private Companies.
#J-18808-Ljbffr