Mid-Market Commercial Lines Account Manager

Mid-Market Commercial Lines Account Manager

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The Mid-Market Account Manager is an integral member of the commercial lines service team, supporting Account Executives in delivering customer solutions and ensuring satisfaction. The primary responsibility of the Account Manager is to support multiple Account Executives who oversee service, placement, and business development for mid-market commercial lines accounts.

Success in this role requires the ability to take direction, adhere to corporate standards and internal procedures, manage and manipulate data, document in agency management systems, stay organized, and prioritize tasks effectively.

This is a hybrid role and will require 1–3 days per week in our Boston, MA;
Guilford, CT; or Glastonbury, CT office.

• Partner with Account Executives to manage the renewal process by preparing exposure summaries, gathering supplemental applications, updating submissions, drafting proposals and coverage summaries, and preparing binding documents.
• Draft loss exhibits and obtain loss runs directly from carriers.
• Coordinate certificates and proof of insurance.
• Maintain accurate records in the system of record.
• Ensure quality control of insurance program documentation, including policies, endorsements, audits, and claims.
• Support Account Executives with billing, including invoicing policy transactions, reviewing aged accounts receivable, processing return check requests, and applying payments.

• 2+ years of experience in a Property & Casualty brokerage environment, with knowledge of Property & Casualty business.
• Proficiency in Excel and Word.
• Ability to follow processes and procedural guidance.
• Strong analytical skills.
• High attention to detail.
• Effective time management and task prioritization to meet deadlines.
• Clear communication skills, both written and verbal.
• Ability to work efficiently in teams and take direction from multiple individuals.
• Insurance licenses, or willingness to obtain them 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, and consulting services. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals.

Base pay: $51,800.00 – $85,000.00 annually. Total compensation may include benefits such as medical, dental, vision, disability, life, and retirement savings.

Associate

Full‑time

General Business

Insurance