Risk Strategies Company
Senior Account Executive
Risk Strategies Company, Phila, Pennsylvania, United States,
As an Senior Account Executive in the Health Care department you will be responsible for servicing a book while coordinating account strategies with the Producers. The role of Account Manager will include endorsement activity, handling routine coverage questions, problem-solving, renewals, reviews & summaries, and remarketing when appropriate. Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations
Primary Responsibilities and Duties:
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordinglySchedule 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 timelineInform and educate clients regarding coverage, exclusions and exposures; conduct on-site client meetings as necessaryMaintain productive business relations and engage in extensive contact with clients, producers and underwritersEnsure client has continuous and proper coverage and advise client of any change recommendationsReview current policies and provide recommendations regarding placement options. Utilize coverage checklist and a network of industry contacts to determine appropriate coverage and premiumsRequirements and Qualifications:
5-7 years’ experienceValid P&C brokers’ licenseCollege degree preferredIndustry specific designations preferred- CISR, ARM or similarProficient in insurance agency management systems, AMS 360 and Work Smart preferredExtensive knowledge of underwriting, coverage, rate analysis/procedures & experience reportingRisk Strategies is the 9 th
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 nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
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
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Primary Responsibilities and Duties:
Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordinglySchedule 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 timelineInform and educate clients regarding coverage, exclusions and exposures; conduct on-site client meetings as necessaryMaintain productive business relations and engage in extensive contact with clients, producers and underwritersEnsure client has continuous and proper coverage and advise client of any change recommendationsReview current policies and provide recommendations regarding placement options. Utilize coverage checklist and a network of industry contacts to determine appropriate coverage and premiumsRequirements and Qualifications:
5-7 years’ experienceValid P&C brokers’ licenseCollege degree preferredIndustry specific designations preferred- CISR, ARM or similarProficient in insurance agency management systems, AMS 360 and Work Smart preferredExtensive knowledge of underwriting, coverage, rate analysis/procedures & experience reportingRisk Strategies is the 9 th
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 nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
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
.#J-18808-Ljbffr