Account Manager

Remote - Bala Cynwyd, Pennsylvania, United States

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Risk Strategies
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Posted 1 week ago

Risk Strategies, a privately-held National Insurance Brokerage and Risk Management Firm with over 1,900

employees and 97 offices throughout the US, is seeking a collaborative and resilient Account Manager to join our

Commercial Lines Team in Bala Cynwyd, PA. The Account Manager will serve as a trusted advisor to key clients

by providing strategic and consultative guidance on identified initiatives, assessment of potential risk profiles and

conducting policy audits, proposals and renewals. The ideal candidate will have demonstrated success in servicing

key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key


Your Impact as a Commercial Lines Account Manager will include:

  • Building and maintaining constructive and effective relationships with customers by meeting and exceeding expectations
  • Leveraging commercial P&C 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 and Work Smart
  • 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
  • Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverages


  • 5+ years’ experience of Commercial Lines client management experience
  • Valid P&C Producer license
  • Proficient in insurance agency management system AMS 360 and Work Smart
  • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures
  • Ability to clearly articulate these products/plans to clients and underwriters, including compliance
  • 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, able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
  • Exceptional organization and time-management skills
Job tags: Compliance Risk management
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