Risk Strategies Company · 1 month ago
Commercial Lines Account Executive
United States
Full-time
Remote
Entry, Mid Level
$115K/yr - $130K/yr
2+ years expRisk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance placement. The Commercial Lines Account Executive will handle day-to-day client service requirements, manage a renewal book of business, and ensure effective communication with clients and vendors.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Responsibilities
At the direction of the Producer or Account Executive, participate 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
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
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 issues
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
Qualification
Required
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 an active P&C Insurance License or any/all licenses as required by the Company
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.
5001-10000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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