Senior Account Executive

Senior ( 6 - 9 years )
Risk Strategies Company
Remote UTC-8
Job Category
Accounts Executive
Skills Required
Personal lines

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 115 offices and 3,300 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.

As an Senior Account Executive 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 accordingly
  • Schedule 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
  • Inform and educate clients regarding coverage, exclusions and exposures; conduct on-site client meetings as necessary
  • Maintain productive business relations and engage in extensive contact with clients, producers and underwriters
  • Ensure client has continuous and proper coverage and advise client of any change recommendations
  • Review current policies and provide recommendations regarding placement options. Utilize coverage checklist and a network of industry contacts to determine appropriate coverage and premiums
  • Rounding out and cross selling book of business to reach agency/department growth goals

Requirements and Qualifications:

  • Minimum of 5 years’ experience in Personal Lines coverage
  • Valid PA P&C brokers’ license & College degree preferred
  • Industry specific designations preferred- CISR, ARM or similar
  • Proficient in insurance agency management systems, AMS 360 preferred
Job Reference