Risk Strategies Company
Associate Account Manager - Commercial Lines
Risk Strategies Company, California, Missouri, United States, 65018
Associate Account Manager - Commercial Lines
at
Risk Strategies Company
We are seeking a motivated and detail-oriented Associate Account Manager to join our dynamic team. In this role, you will provide dedicated support to two Account Executives across a diverse portfolio that includes real estate, homeowners’ associations, and general business accounts.
The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service Team. The AAM must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record.
This position offers strong career development opportunities. You’ll have access to stretch assignments—challenging projects beyond your core responsibilities—that are designed to accelerate your learning, expand your skill set, and prepare you for future advancement within the organization. We’re committed to fostering growth and helping you build a rewarding career.
Your Impact Day to Day Client Service:
Issuance or renewal of mid-term Certificates or Auto ID cards
Policy checking and processing
Endorsement and audit checking and processing
Generate requests for invoices on policies, endorsements or audits
Order loss runs
Provide support in document preparation, such as proposals, renewal packets, loss summary analysis
Update the system of record to properly reflect conversations, communications and policy documentation
Perform the first review for quote checking
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 has arisen during a local compliance audit
Engage in stretch assignments that will further develop your career
Successful Candidates Will Have
Proven organizational skills
Ability to follow process and procedures guidance
Analytical and problem-solving abilities
Ability to display tact and poise under pressure when working through issues
Good communication
Ability to work efficiently in teams
Company Overview Risk Strategies is the ninth largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on environmental, social, and governance issues.
Pay Range $21.35 - $35.50 hourly
Seniority Level
Associate
Employment Type
Full-time
Job Function
Customer Service
Industries
Insurance
#J-18808-Ljbffr
at
Risk Strategies Company
We are seeking a motivated and detail-oriented Associate Account Manager to join our dynamic team. In this role, you will provide dedicated support to two Account Executives across a diverse portfolio that includes real estate, homeowners’ associations, and general business accounts.
The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service Team. The AAM must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record.
This position offers strong career development opportunities. You’ll have access to stretch assignments—challenging projects beyond your core responsibilities—that are designed to accelerate your learning, expand your skill set, and prepare you for future advancement within the organization. We’re committed to fostering growth and helping you build a rewarding career.
Your Impact Day to Day Client Service:
Issuance or renewal of mid-term Certificates or Auto ID cards
Policy checking and processing
Endorsement and audit checking and processing
Generate requests for invoices on policies, endorsements or audits
Order loss runs
Provide support in document preparation, such as proposals, renewal packets, loss summary analysis
Update the system of record to properly reflect conversations, communications and policy documentation
Perform the first review for quote checking
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 has arisen during a local compliance audit
Engage in stretch assignments that will further develop your career
Successful Candidates Will Have
Proven organizational skills
Ability to follow process and procedures guidance
Analytical and problem-solving abilities
Ability to display tact and poise under pressure when working through issues
Good communication
Ability to work efficiently in teams
Company Overview Risk Strategies is the ninth largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on environmental, social, and governance issues.
Pay Range $21.35 - $35.50 hourly
Seniority Level
Associate
Employment Type
Full-time
Job Function
Customer Service
Industries
Insurance
#J-18808-Ljbffr