Job Description

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.

Your Impact:

• Renewals & Placement: Support renewal strategy with Prod/AE, including market selection, claims review, exposure gathering, submissions, proposals, and binding.
• Documentation & Data: Prepare exposure data, loss exhibits, submissions/proposals, and obtain loss runs or policy documents from carriers.
• Daily Client Service: Act as primary contact for routine client requests; manage policy changes, certificates, invoices, and endorsements with partners/vendors.
• Systems & Compliance: Maintain accurate system records, process audits/reports, handle basic contract reviews, support claims reporting, and mitigate E&O risk.
• Client Accounting: Set up policies for billing, request invoices, address aged A/R, process return of funds, and respond to accounting inquiries.
• Carrier Relationships: Align with carriers/wholesalers, support “Fewer & Stronger” initiative, and leverage buying power for best terms.
• Corporate & Growth: Participate in new business and retention efforts, engage in corporate initiatives, compliance actions, and career development assignments.

Successful Candidates Will Have:

• 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 Insurance licenses as required by the Company.

Physical Demands and Work Environment:

The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations.

This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.

Pay Range:

$51,800 - $80,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this 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. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers

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