Account Manager- Commercial Lines

Remote - California, United States

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Risk Strategies
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Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 2,400 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.

The Account Manager will be responsible for servicing a book of Commercial accounts and coordinating account strategies with the Producers, such as endorsement activity, routine coverage questions, problem-solving, renewal, reviews & summaries, and remarketing when appropriate.

Primary Responsibilities and Duties:

  • Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations
  • Actively service and retain existing accounts and develop new business opportunities
  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
  • Schedule personal client meetings at annual renewal or more frequently to maintain consistent client contact
  • Provide technical support to Producers including proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status
  • Respond to client inquiries, service requests and claims issues within established timeline
  • Inform and educate clients regarding coverage, exclusions and exposures; conduct on-site client meetings as necessary
  • Execute coverage analysis: enlist assistance of other departments when applicable; notify client of coverage gaps; provide client with quotation for additional coverages; document our proposal and client’s acceptance/declination in AMS
  • Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
  • Refer all leads, to appropriate department
  • Review all renewals within established guidelines
  • Perform other specific duties and projects as assigned by the Manager and/or Managing Director

Requirements

  • 3-5 years’ experience of Commercial Lines client management experience
  • Valid CA Commercial Lines P&C brokers’ license
  • College degree preferred
  • Industry specific designations preferred- CISR, ARM or similar
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
  • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
  • Experience supporting clients in the entertainment industry is highly desirable
  • Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
  • Understanding of marketplace trends and best practices to best meet client needs
  • Possess excellent verbal and written communication skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
  • Ability to collect, interpret and/or analyze complex data and information
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
  • Exceptional organization and time-management skills
Job region(s): North America
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