Commercial Lines Account Manager

Overview

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record, and provide guidance to any third‑party vendors managing aspects of the account.

• Client Management:
  Participate in renewal strategy, review claims, gather exposure data, and support the placement process, including drafting proposals and binding.
• Day‑to‑Day Client Service:
  Respond to daily client questions or changes, issue certificates, invoices, and policy endorsements, manage carrier changes, update the system of record, process audits and monthly reports, and review simple contracts.
• Claims Management:
  Direct the client to report loss notices to carriers and provide support for ongoing large claims.
• Client Accounting Responsibilities:
  Set up policies in the system of record for billing, request agency bill invoices, communicate with clients and producers regarding aged A/R, facilitate fund returns, and provide timely accounting information such as carrier discrepancies and cash applications.
• Carrier & Wholesaler Relationships:
  Align the account with partner carriers and intermediaries to place renewals with ideal markets, implement the “Fewer & Stronger” market consolidation initiative, and leverage buying power for best terms.
• Corporate Citizenship:
  Engage in corporate initiatives, participate in new business activity as requested, support retention goals, maintain compliance documentation, and take part in corrective actions and stretch assignments.

• 2+ years of experience in a Property & Casualty brokerage environment.
• Knowledge of Property & Casualty business.
• Strong process orientation and analytical/problem‑solving abilities.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to work efficiently in teams and maintain poise under pressure.
• Hold an appropriate State P&C License.

Pay Range: 0 - 0 Annual. The pay range reflects years of experience, geography, and budget for the role.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

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