Risk Strategies Company · 20 hours ago
Commercial Insurance Account Manager (Real Estate & HOA)
United States
Full-time
Remote
Entry, Mid Level
$52K/yr - $90K/yr
2+ years exp
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Responsibilities
At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
Manages 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.
Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
Work with Associate Account manager or 3rd party vendor 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.
Responsible for setting up the policy 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
Participate in New Business activity as requested
Actively support corporate retention goals
Follow procedures for maintaining documentation to mitigate E&O
Participate in any corrective action that have arisen during a local compliance audit
Engage in stretch assignments that will further develop their career development.
Qualification
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Required
2+ years of account management experience in a Property & Casualty brokerage environment.
Active P&C insurance license.
Knowledge of Property & Casualty business.
Preferred
Specialization in HOA preferred.
Benefits
Medical
Dental
Vision
Disability
Life
Retirement savings
Paid time off
Paid holidays
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
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-20Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
globallegalchronicle.com
2023-10-10
Company data provided by crunchbase
