Risk Strategies ยท 4 days ago
Account Representative/Account Executive
WI
Full-time
Onsite
Mid Level
3+ years expRisk Strategies is a growing company in the insurance sector, seeking experienced professionals for their Property & Casualty team. The Account Representative/Account Executive will provide high-quality customer service, manage client relationships, and support new business opportunities.
ComplianceConsultingManagement ConsultingRisk Management
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 preferred
Company
Risk Strategies
Risk Strategies is a workplace risk assessment and management consultancy offering workers compensation and safety management services.
11-50 employees
H1B Sponsorship
Risk Strategies 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
Early StageRecent News
2025-10-10
2025-10-02
Company data provided by crunchbase