Account Manager, Private Client

Account Manager, Private Client

Risk Strategies Company

Milwaukee, WI

Salary: $40,000.00 - $65,000.00

Associate

Full-time

General Business, Consulting, and Business Development

Insurance

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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

• Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
• Actively service and retain existing accounts to mitigate client risk and exposure
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
• Respond to client inquiries, service requests and claims issues within established timelines
• Participating in the retention of renewal business
• Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
• Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
• Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
• All other duties assigned by PCS Regional Leader as needed

• 5+ years’ Personal Lines client management experience
• Industry specific designations preferred- CAPI, CPRIA, CIC or similar
• Proficient in insurance agency management systems: AMS 360, Work Smart and EPIC preferred
• Extensive knowledge of Private Client underwriting, coverage and procedures

• Vision insurance
• 401(k)
• Paid maternity leave
• Medical insurance