The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This 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.
This role will be aligned to the Entertainment Team, which works specifically with clients in the feature film, commercials/advertising, documentary, television series, and special events. The position requires discretion and the ability to work in a fast paced and high-volume environment. The risks are nuanced, different, challenging, and exciting.
In this role, key responsibilities will include:
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, submissions, proposals, summaries of coverage.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 support team to issue Certificates, Invoices, policy/endorsement/audit checkingSubmitting and managing changes to the carrier per the client’s requestUpdate 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 natureClient 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 guidelinesCommunication 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.Corporate Citizenship:
Active engagement in corporate initiatives as required for your roleAssist in driving a culture of accountability and collaboration, where great performance is recognizedParticipate in New Business activity as requestedActively support corporate retention goalsFollow procedures for maintaining documentation to mitigate E&OParticipate in any corrective action that have arisen during a local compliance auditEngage in stretch assignments that will further develop their career developmentQualified candidates will possess:
2+ Years of experience in a Property & Casualty brokerage environment Knowledge of Property & Casualty business, Entertainment preferred Ability to follow process and procedures guidance Analytical and problem-solving abilities Ability to display tact and poise under pressure when working through issues Good communication, interpersonal, and negotiation skills Ability to work efficiently in teams Active P&C insurance license requiredAt 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, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $75,000 - $80,000 plus bonus. 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 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 5,500 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work 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.
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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