Risk Strategies Company · 9 hours ago
Account Manager, Private Client
Mount Pleasant, WI
Full-time
Hybrid
Senior Level
5+ years expRisk Strategies Company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice. The Private Client Account Manager will serve as the primary advisor for high-net-worth clients, focusing on delivering a high-touch client experience and collaborating with Producers to enhance coverage and identify growth opportunities.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Hiring Manager
Michael DesEnfants
Responsibilities
Serve as the primary advisor and day‑to‑day point of contact for a designated Private Client book of business, consistently delivering a high‑touch client experience
Proactively service and retain accounts by identifying coverage gaps, mitigating risk, and recommending thoughtful protection strategies
Lead renewal efforts from start to finish—marketing to carriers, analyzing options, negotiating terms, and presenting alternative solutions
Partner with Producers and PCS leadership to make coverage recommendations, support account rounding, and drive cross‑sell and up‑sell opportunities
Educate clients on coverage limitations, emerging risks, and available enhancements to strengthen protection and long‑term planning
Respond to client service requests, policy changes, and claims issues within established timelines, serving as a reliable escalation point when needed
Maintain accurate, timely documentation of service activity, marketing efforts, and client/carrier communications in the agency management system
Collaborate across internal teams to deliver seamless service and ensure client expectations are consistently met or exceeded
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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