What are the responsibilities and job description for the Commercial Lines Account Manager position at Risk Strategies?
Account Manager- Houston, Texas (On-Site)
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 : 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 :
Client Accounting Responsibilities :
Carrier & Wholesaler Relationships
Corporate Citizenship :
Successful Candidates Will Have :
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.
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.
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
