The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development.
The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.
The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.
Your Impact
Client management:
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.
Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
Obtain loss run or policy documentation directly from a carrier website as needed.
Day to Day Client Service:
Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
Work 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
Update 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.
Client Accounting Responsibilities:
Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing
Responsible for request for invoice on an agency bill policy within the corporate guidelines
Communication with the Client and Producer when there is an Aged A/R issue
Generate the request to return funds to the client as appropriate
Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc.
Carrier & Wholesaler Relationships
Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
Implementation of the “Fewer & Stronger” market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client
Corporate Citizenship:
Active engagement in corporate initiatives as required for your role
Assist in driving a culture of accountability and collaboration, where great performance is recognized
Participate in New Business activity as requested
Actively support corporate retention goals
Follow procedures for maintaining documentation to mitigate E&O
Participate in any corrective action that have arisen during a local compliance audit
Engage in stretch assignments that will further develop their career development
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
Hold Insurance licenses as required by the Company
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: .
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Originally posted on Himalayas