Account Manager

This is a hybrid opportunity and this role requires onsite in-office presence approximately 2 to 3 days per week at our New York City office location.

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.

As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account.

• Client management:
  At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.
• Day to Day Client Service:
  Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking. Submitting and managing changes to the carrier per the client’s request.
• Update the system of record to properly reflect conversations, communications and policy documentation. Processing of monthly, quarterly or annually audits and monthly reports as received. Handling contract reviews that are not complex in nature. Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
• Client Accounting Responsibilities:
  Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing. Responsible for request for invoice on an agency bill policy within the corporate guidelines.
• Communication with the Client and Producer when there is an Aged A/R issue. Generate the request to return funds to the client as appropriate. Timely response to accounting when requests for information are made, such as carrier discrepancies, application of cash, etc.
• Carrier & Wholesaler Relationships:
  Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets. Implementation of the “Fewer & Stronger” market consolidation initiative.
• Leveraging the RSC buying power and ensuring the best terms and conditions for the client. Corporate Citizenship:
  Active engagement in corporate initiatives as required for your role. Assist in driving a culture of accountability and collaboration, where great performance is recognized.

• 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.
• Ability to work efficiently in teams.
• Hold, or willing to obtain, Insurance licenses as required by the Company.

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 – $91,000 annually.

The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Risk…