Risk Strategies
Account Manager, Private Equity Practice
Risk Strategies, San Francisco, California, United States, 94199
Job Summary
The Account Manager will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative 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 objectives.
This position would operate within Risk Strategies Private Equity group, Krauter and Company. Krauter & Company is a full-service international insurance and benefits broker that has reengineered the brokerage model to ensure delivery of the best risk management solutions our industry can offer.
Primary Responsibilities and Duties: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.Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums.Assisting on document issuance, data entry, and coverage approvals on advertising, television, feature film, documentary, and special event liability insurance programs.Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.Leveraging commercial entertainment 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 accordingly.Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact.Requirements
3-5 years' experience of Commercial Lines client management experienceValid State P&C brokers' license or ability to obtain within 90 days of hireCollege degree preferredProficient in insurance agency management systems, AMS 360 and Work Smart preferredExtensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.
The Account Manager will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative 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 objectives.
This position would operate within Risk Strategies Private Equity group, Krauter and Company. Krauter & Company is a full-service international insurance and benefits broker that has reengineered the brokerage model to ensure delivery of the best risk management solutions our industry can offer.
Primary Responsibilities and Duties: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.Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums.Assisting on document issuance, data entry, and coverage approvals on advertising, television, feature film, documentary, and special event liability insurance programs.Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.Leveraging commercial entertainment 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 accordingly.Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact.Requirements
3-5 years' experience of Commercial Lines client management experienceValid State P&C brokers' license or ability to obtain within 90 days of hireCollege degree preferredProficient in insurance agency management systems, AMS 360 and Work Smart preferredExtensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.