Risk Strategies Company
Account Manager, Private Client
Risk Strategies Company, Mount Pleasant, Wisconsin, United States
Account Manager, Private Client
Risk Strategies Company
Milwaukee, WI
Salary: $40,000.00 - $65,000.00
Seniority Level Associate
Employment Type Full-time
Job Function General Business, Consulting, and Business Development
Industries Insurance
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, 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.
Recognition Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Your Impact
Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
Actively service and retain existing accounts to mitigate client risk and exposure
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
Respond to client inquiries, service requests and claims issues within established timelines
Participating in the retention of renewal business
Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
All other duties assigned by PCS Regional Leader as needed
Qualifications
5+ years’ Personal Lines client management experience
Industry specific designations preferred- CAPI, CPRIA, CIC or similar
Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
Extensive knowledge of Private Client underwriting, coverage and procedures
Benefits
Vision insurance
401(k)
Paid maternity leave
Medical insurance
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Milwaukee, WI
Salary: $40,000.00 - $65,000.00
Seniority Level Associate
Employment Type Full-time
Job Function General Business, Consulting, and Business Development
Industries Insurance
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, 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.
Recognition Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Your Impact
Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
Actively service and retain existing accounts to mitigate client risk and exposure
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
Respond to client inquiries, service requests and claims issues within established timelines
Participating in the retention of renewal business
Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
All other duties assigned by PCS Regional Leader as needed
Qualifications
5+ years’ Personal Lines client management experience
Industry specific designations preferred- CAPI, CPRIA, CIC or similar
Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
Extensive knowledge of Private Client underwriting, coverage and procedures
Benefits
Vision insurance
401(k)
Paid maternity leave
Medical insurance
#J-18808-Ljbffr