Associate Account Manager - Commercial Lines

The primary role of the Associate Account Manager is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book.

They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments involving some client interaction.

The AAM will work directly with the Client Service team, taking direction primarily from the Senior Account Manager or Account Manager.

This role will be remote until an office location (Athens area) is established, then the position will be a hybrid schedule of up to three days per week

• Issuance of renewal of mid-term Certificates or Auto
• Policy, Endorsement and Audit checking and processing
• Generate requests for invoices on policies, endorsements, or audits and ordering loss runs
• Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
• Update the system of record to properly reflect conversations, communications, and policy documentation
• Perform the first review for Quote checking
• Participate in New Business activity as requested and actively support retention goals
• Follow procedures for maintaining documentation to mitigate E&O

• Proven organizational skills
• 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
• Ability to work efficiently in teams
• 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 5,300 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.