Risk Strategies Company
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Account Manager
role at
Risk Strategies Company
4 days ago Be among the first 25 applicants
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Bala Cynwyd, PA office location.
The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third‑party vendors managing aspects of the account.
Your Impact
At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
Provides support in drafting exposure gathering information, loss exhibits, submissions and proposals.
Obtains loss run or policy documentation directly from a carrier website as needed.
Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
Works with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
Submitting and managing changes to the carrier per the client’s request
Updates the system of record to properly reflect conversations, communications and policy documentation
Processing of monthly, quarterly or annually audits and monthly reports as received
Handling contract reviews that are not complex in nature
Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
Successful Candidate Will Have
2+ Years of experience in a Property & Casualty brokerage environment
Knowledge of Property & Casualty business
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, interpersonal, and negotiation skills
Ability to work efficiently in teams
Hold, or willing to obtain, Insurance licenses as required by the Company
Risk Strategies is the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada.
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Account Manager
role at
Risk Strategies Company
4 days ago Be among the first 25 applicants
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Bala Cynwyd, PA office location.
The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third‑party vendors managing aspects of the account.
Your Impact
At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
Provides support in drafting exposure gathering information, loss exhibits, submissions and proposals.
Obtains loss run or policy documentation directly from a carrier website as needed.
Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
Works with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
Submitting and managing changes to the carrier per the client’s request
Updates the system of record to properly reflect conversations, communications and policy documentation
Processing of monthly, quarterly or annually audits and monthly reports as received
Handling contract reviews that are not complex in nature
Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
Successful Candidate Will Have
2+ Years of experience in a Property & Casualty brokerage environment
Knowledge of Property & Casualty business
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, interpersonal, and negotiation skills
Ability to work efficiently in teams
Hold, or willing to obtain, Insurance licenses as required by the Company
Risk Strategies is the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada.
#J-18808-Ljbffr