Account Manager

Account Manager Overview

The Account Manager serves as the primary contact for day-to-day client service needs within an assigned book of business. Working closely with a Producer or Account Executive, this role supports service delivery, placement, and business development efforts. Success in the position requires consistent use of internal systems, proactive communication with clients via phone and email, and strict adherence to corporate standards, including accurate data management within the system of record.

As a core member of the client team, the Account Manager also collaborates with and provides direction to third-party vendors to ensure seamless account management. This role is hybrid and will require 3-4 days in our Boston, MA, Guilford, CT or Glastonbury, CT office.

• Partner with Producers/Account Executives on renewal strategy, including market selection, claims review, and exposure gathering.
• Manage the renewal process by preparing submissions, proposals, and binding documents.
• Draft exposure details, loss exhibits, and proposals; request policy documents or loss runs directly from carriers.
• Serve as the main contact for client questions, changes, and service needs.
• Coordinate certificates, invoices, policy checks, and carrier requests with Associates or vendors.
• Maintain accurate records in the system of record and manage audits, reports, and contract reviews.
• Support clients with claims by guiding reporting and assisting with complex or ongoing cases.
• Set up policies for billing, request invoices, and resolve receivable or accounting discrepancies.
• Build strong carrier and wholesaler relationships to secure competitive terms and support market initiatives.
• Contribute to corporate initiatives, retention goals, and new business opportunities.
• Follow compliance procedures, support corrective actions, and maintain thorough documentation.

• 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.
• 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 5,400 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 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.

Base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800.00 - $75,000.00 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  General Business
• Industries:
  Insurance

Referrals increase your chances of interviewing at Risk Strategies Company by 2x

• 401(k)
• Vision insurance
• Medical insurance
• Paid maternity leave
• Disability insurance
• Paid paternity leave
• Child care support

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