Account Manager - Private Equity

September 15

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Risk Strategies Company

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Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000

Description

• The Account Manager will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. • 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. • Reviewing current policies and providing recommendations regarding placement options. • Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums. • Assisting on document issuance, data entry, and coverage approvals on advertising, television, feature film, documentary, and special event liability insurance programs. • Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline. • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations. • Leveraging commercial entertainment insurance knowledge and expertise to actively service existing accounts and develop new business opportunities. • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly. • Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact.

Requirements

• 3-5 years’ experience of Commercial Lines client management experience • Valid State P&C brokers’ license or ability to obtain within 90 days of hire • College degree preferred • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting