Risk Strategies
Select Account Manager
Risk Strategies, San Francisco, California, United States, 94199
The Account Manager Select Floater, will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment.
While in this role, you will work in a Floater capacity; supporting various books of small business commercial lines accounts as they transition into the Select framework.
Your Impact:
Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectationsLeveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clientsFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordinglyParticipating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance productsEnsuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timelineReviewing current policies and providing recommendations regarding placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiumsSupporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and CarrierExecuting coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage'sProviding additional support services to Team Leads as neededSuccessful Candidates will Have:
3 - 5 years' experience of Commercial Lines client management 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 Commercial Lines underwriting, coverage, rate analysis/proceduresAbility to clearly articulate these products/plans to clients and underwriters, including compliance and legislative informationUnderstanding of marketplace trends and best practices to best meet client needsPossess excellent verbal and written communication skillsDemonstrate proficiency in computer applications, esp. Microsoft Office SuiteAbility to collect, interpret and/or analyze complex data and informationFlexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing prioritiesExceptional organization and time-management skills
Risk Strategies is the 9th 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 5,200 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.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $67,000.00 - $75,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
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.
While in this role, you will work in a Floater capacity; supporting various books of small business commercial lines accounts as they transition into the Select framework.
Your Impact:
Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectationsLeveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clientsFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordinglyParticipating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance productsEnsuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timelineReviewing current policies and providing recommendations regarding placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiumsSupporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and CarrierExecuting coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage'sProviding additional support services to Team Leads as neededSuccessful Candidates will Have:
3 - 5 years' experience of Commercial Lines client management 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 Commercial Lines underwriting, coverage, rate analysis/proceduresAbility to clearly articulate these products/plans to clients and underwriters, including compliance and legislative informationUnderstanding of marketplace trends and best practices to best meet client needsPossess excellent verbal and written communication skillsDemonstrate proficiency in computer applications, esp. Microsoft Office SuiteAbility to collect, interpret and/or analyze complex data and informationFlexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing prioritiesExceptional organization and time-management skills
Risk Strategies is the 9th 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 5,200 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.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $67,000.00 - $75,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
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.