Risk Strategies Company · 4 days ago
Account Representative/Account Executive
United States
Full-time
Remote
Mid Level
3+ years expRisk Strategies Company is a leading privately held U.S. brokerage firm specializing in comprehensive risk management and insurance services. The Account Representative/Account Executive will play a key role in providing high-quality customer service and managing client relationships within the Property & Casualty team.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Responsibilities
Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries
Responds directly and promptly to client inquiries and requests
Ensure policies follow coverages as quoted, proposed and bound
Collect client specification data
Promptly responds to requests for data and questions from clients, underwriters and internal staff
Responsible for new client setup and ongoing client maintenance
Complete premium finance agreement requests and creates premium allocations as needed
Requests and summarizes loss runs, may process claims and provide client advocacy
Meets with clients and team as needed to enhance knowledge of client accounts
Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures
Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals
Qualification
Required
3+ years of similar experience in the insurance industry, preferably on the brokerage side
WI P&C insurance license
Strong attention to detail and organization skills
Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills
Strong computer skills and is able to utilize Microsoft Office products
Preferred
AMS360 experience
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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