Risk Strategies Company · 1 day ago
Account Manager, Private Client
Mount Pleasant, WI
Full-time
Onsite
Senior Level
5+ years expRisk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice and insurance placement. The Account Manager will develop relationships with clients, serve as a strategic advisor, and drive renewal efforts while educating clients on their coverage opportunities.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Michael DesEnfants
Responsibilities
Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
Actively service and retain existing accounts to mitigate client risk and exposure
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
Respond to client inquiries, service requests and claims issues within established timelines
Participating in the retention of renewal business
Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
All other duties assigned by PCS Regional Leader as needed
Qualification
Required
5+ years' Personal Lines client management experience
Valid P&C brokers' license
Extensive knowledge of Private Client underwriting, coverage and procedures
Preferred
College degree preferred
Industry specific designations preferred- CAPI, CPRIA, CIC or similar
Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
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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