Risk Strategies Company · 1 week ago
Account Manager
Delray Beach, FL
Full-time
Hybrid
Entry, Mid Level
2+ 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 manage daily client service needs for a designated book of business, ensuring adherence to corporate procedures and maintaining data integrity while providing support to clients and collaborating with third-party vendors.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Andrew Bruno
Responsibilities
Manage daily client service needs for a designated book of business
Participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
Manage 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
Receive daily questions or changes from the client or forwarded by the Prod/AE
Work with Account Managers or 3rd party vendors 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
Setup the policies 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 issue
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
Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
Implementation of the 'Fewer & Stronger' market consolidation initiative
Leveraging the RSC buying power and ensuring the best terms and conditions for the client
Active engagement in corporate initiatives as required for your role
Assist in driving a culture of accountability and collaboration, where great performance is recognized
Qualification
Required
2+ Years of experience in a Property & Casualty brokerage environment
Knowledge of Property & Casualty business
Property & Casualty Insurance license or be willing to obtain one within 90 days of starting
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
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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