Risk Strategies Company · 2 days ago
Account Manager
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Insider Connection @Risk Strategies Company
Responsibilities
Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and cross sell/round out current accounts
Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in accordingly
Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact
Participating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums
Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
Qualification
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Required
3 years+ Commercial Lines client management experience
Valid P&C Brokers license
Knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
Understanding of marketplace trends and best practices to best meet client needs
Preferred
College degree preferred
Industry specific designations preferred- CISR, ARM or similar
Proficient in insurance agency management systems, EPIC preferred
Benefits
Health Insurance
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions.
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-20Acquired· by Kelso & Company
Recent News
globallegalchronicle.com
2023-10-10
Company data provided by crunchbase