Assistant Account Manager

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

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations • Leveraging commercial P&C insurance knowledge to actively service existing accounts and develop new business opportunities • Nurturing professional relationships through personal client meetings and consistent client contact • Participating in 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

Requirements

• 1 - 3 years’ experience of Commercial Lines client management experience • Valid P&C brokers’ license Required • Industry specific designations preferred- CISR, ARM or similar • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred • Knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting • Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information