Risk Strategies is committed to working with and providing reasonable accommodations to individuals with disabilities. Any candidate requiring a reasonable accommodation because of a disability for any part of the application or employment process may send an e-mail to jeggerding@risk-stratgies.com and let us know the nature of your request and your contact information.

Senior Account Manager, Private Client

Location: United States

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241800

Job Summary

The Private Client Senior Account Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client Group accounts.

Primary Responsibilities and Duties:

  • Build and maintain constructive relationships with customers by meeting and exceeding expectations
  • Actively service/retain existing accounts and develop new business opportunities
  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
  • Schedule personal client meetings at annual renewal or more frequently to maintain client contact
  • Support Producers through 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 timelines
  • Inform and educate clients regarding coverage, exclusions and exposures
  • Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMS
  • Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
  • Refer all leads, other than Private Client, to the appropriate department
  • Review all renewals within established guidelines

 

Requirements and Qualifications:

  • Minimum of 7 years’ experience in Private Client insurance
  • Valid MA P&C brokers’ license
  • Industry specific designations preferred – CISR, ARM, or similar
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
  • Extensive knowledge of Private Client underwriting, coverage, rate analysis, and experience reporting
  • Ability to clearly articulate these products/plans to clients and underwriters

 

Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 150 offices and 4,500 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.

Risk Strategies Company does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.