Risk Strategies Company · 5 hours ago
Account Executive
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Responsibilities
Build and maintain constructive relationships with customers by meeting and exceeding expectations
Actively service/retain existing accounts and develop new business opportunities
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status
Respond to client inquiries, service requests and claims issues within established timeline.
Inform and educate clients regarding coverage, exclusions and exposures
Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotation for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMS
Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
Qualification
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Required
Minimum 7 years’ experience of Private Client / High Net Worth client management experience
Valid State P&C brokers’ license
Extensive knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting
Understanding of marketplace trends and best practices to best meet client needs
Preferred
Industry specific designations preferred – CISR, ARM or similar
Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
Benefits
Medical
Dental
Vision
Disability
Life insurance
Retirement savings
Paid time off
Paid holidays
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-20Acquired· undefined
Leadership Team
Recent News
globallegalchronicle.com
2023-10-10
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