Assistant Account Manager, Personal Lines

Risk Strategies Company

Full-time - Entry Level

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Assistant Account Manager will support the Commercial Team at Risk Strategies, specifically focusing on assisting Account Managers with account service needs and business opportunities. This role is crucial for maintaining client relationships and ensuring proper coverage for clients while also contributing to the growth of the insurance business.

Responsibilities

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
• Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities.
• Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact.
• Participating in the retention of renewal business.
• Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products.
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.
• Reviewing current policies and providing recommendations regarding placement options.
• Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums.

Requirements

• 1 - 3 years' experience of Personal Lines client management experience.
• Valid P&C brokers' license (or ability to obtain within 90 days of hire).
• Industry specific designations preferred- CISR, ARM or similar.
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred.
• Knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting.
• Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information.

Benefits

• Comprehensive risk management advice and insurance placement services.
• Access to all major insurance markets.
• Recognition as a Best Places to Work in Insurance for five consecutive years (2018-2022).
• Inclusion in the Inc. 5000 list as one of America's Fastest Growing Private Companies.