Risk Management Solutions of America, Inc. (RMSOA) · 8 hours ago
Account Manager - Hybrid
Greater Chicago Area
Full-time
Hybrid
Mid LevelRisk Management Solutions of America, Inc. (RMSOA) is seeking an Account Manager Hybrid who plays a critical role in maintaining strong client relationships and supporting executive leadership. The role involves providing client service, administrative support, and contributing to marketing initiatives.
ConsultingInsuranceRisk Management
Responsibilities
Provide service to existing clients including updating policies, providing quotes, taking payments, answering questions, and delivering requested documentation
Answer customer calls and correspondence regarding new or existing insurance policies and assist with servicing claims, including regular and after-hour claims
Work with new clients or support a producer to understand client needs, gather underwriting data, research coverage options, present proposals, bind coverage, cancel prior policies, and negotiate with carriers when necessary
Schedule appointments and client calls, or support producers with policy reviews, exposure analysis, liability limits, replacement cost evaluations, account rounding, and renewals
Confer with clients to explain products and services, quote new business, process renewals or cancellations, take payments, and issue documentation
Resolve service issues by identifying concerns, determining root causes, coordinating solutions with carriers, and following up to ensure resolution
Review audits and policies for accuracy and facilitate corrections between clients and carriers
Maintain accurate records of customer interactions and transactions within the agency management system
Provide direct administrative support to executive leadership, including calendar management, scheduling meetings, and coordinating calls
Assist with preparation of presentations, proposals, reports, and internal documents
Manage correspondence, prioritize communications, and follow up on action items on behalf of leadership
Support operational organization by tracking tasks, deadlines, and projects across departments
Assist with onboarding processes, vendor coordination, and internal workflow improvements as needed
Assist with the creation, coordination, and execution of marketing initiatives across digital, print, and social media platforms
Draft, edit, and organize marketing content including emails, newsletters, social media posts, website updates, and promotional materials
Coordinate branding consistency across client-facing materials, presentations, and outreach campaigns
Support event marketing, community outreach, and promotional efforts
Track and organize marketing assets, campaigns, and performance metrics where applicable
Collaborate with team members across service, sales, and leadership functions
Provide support, mentorship, and expertise to colleagues as needed
Participate in formal and informal meetings and contribute to continuous improvement initiatives
Qualification
Required
Professionalism
Organization
Creativity
Responsiveness
Experience in client service including updating policies, providing quotes, taking payments, answering questions, and delivering requested documentation
Ability to answer customer calls and correspondence regarding new or existing insurance policies and assist with servicing claims
Experience working with new clients or supporting a producer to understand client needs, gather underwriting data, research coverage options, present proposals, bind coverage, cancel prior policies, and negotiate with carriers
Ability to schedule appointments and client calls, or support producers with policy reviews, exposure analysis, liability limits, replacement cost evaluations, account rounding, and renewals
Experience conferring with clients to explain products and services, quote new business, process renewals or cancellations, take payments, and issue documentation
Ability to resolve service issues by identifying concerns, determining root causes, coordinating solutions with carriers, and following up to ensure resolution
Experience reviewing audits and policies for accuracy and facilitating corrections between clients and carriers
Ability to maintain accurate records of customer interactions and transactions within the agency management system
Experience providing direct administrative support to executive leadership, including calendar management, scheduling meetings, and coordinating calls
Ability to assist with preparation of presentations, proposals, reports, and internal documents
Experience managing correspondence, prioritizing communications, and following up on action items on behalf of leadership
Ability to support operational organization by tracking tasks, deadlines, and projects across departments
Experience assisting with onboarding processes, vendor coordination, and internal workflow improvements as needed
Ability to assist with the creation, coordination, and execution of marketing initiatives across digital, print, and social media platforms
Experience drafting, editing, and organizing marketing content including emails, newsletters, social media posts, website updates, and promotional materials
Ability to coordinate branding consistency across client-facing materials, presentations, and outreach campaigns
Experience supporting event marketing, community outreach, and promotional efforts
Ability to track and organize marketing assets, campaigns, and performance metrics where applicable
Experience collaborating with team members across service, sales, and leadership functions
Ability to provide support, mentorship, and expertise to colleagues as needed
Experience participating in formal and informal meetings and contributing to continuous improvement initiatives
Benefits
Competitive Compensation
Professional Development
Job Stability in a growing industry
Exposure to executive leadership and strategic initiatives
Company
Risk Management Solutions of America, Inc. (RMSOA)
RMSOA is an innovator at providing insurance related services, which support the insurance industry and other inter-connected markets.
Founded in 1996
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bennie Jones
Owner, President & CEO
Company data provided by crunchbase