Associate Account Manager, Commercial Lines

We're seeking an Associate Account Manager to work directly with the Client Service team, taking direction primarily from the Senior Account Manager or Account Manager. The Associate Account Manager will complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. The Associate Account Manger must be process-focused, with an organized approach to a significant volume of transactional work. For the tasks they perform, the Associate Account Manager is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.

Your Impact

Day to Day Client Service:

• Issuance of renewal of mid-term Certificates or Auto ID cards
• Policy checking and processing
• Endorsement and Audit checking and processing
• Generate requests for invoices on policies, endorsements or audits
• Order loss runs
• Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
• Update the system of record to properly reflect conversations, communications and policy documentation
• Perform the first review for Quote checking
  
  

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
• Participate in New Business activity as requested
• Actively support corporate retention goals
• Follow procedures for maintaining documentation to mitigate E&O
• Participate in any corrective action that have arisen during a local compliance audit
• Engage in stretch assignments that will further develop their career development
  
  

Successful Candidates Will Have:

• Active Property & Casualty insurance license, or be willing to obtain license within 90 days of hire
• Proven organizational skills
• Ability to follow process and procedures guidance
  
  

Risk Strategies is the 9th largest privately held US 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, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and 5,300 employees across the US and Canada.

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.