What are the responsibilities and job description for the Account Manager position at Risk Strategies Company?
This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at our Midlothian, VA office location.
Work as part of the agency service team to provide outstanding Account Management services to agency clients by utilizing knowledge of agency products, programs, and procedures. This position operates with more autonomy than our traditional Account Service Specialist role. The Account Manager will exercise additional judgement and discretion, often in the absence of the Producer(s).
Primary Duties and Responsibilities:
- Proactively service accounts in a strategic manner; schedule and attend in-person client meetings and account reviews.
- Provide timely and accurate information in response to client requests, including tail offer letters, locum tenens coverage, certificates of insurance and policy documents are handled in a timely and accurate manner and meet client expectations.
- Review policies and endorsements for accuracy before sending to clients
- Process policy changes (additions and deletions of members to groups, address changes, etc.) using standard agency procedures
- Review client coverage regularly and recommend additional agency products when appropriate; meet established departmental and individual goals for cross selling/referral activity.
- Answer client coverage and risk management related questions or provide proper carrier resources when necessary.
- Follow-up for information requested from underwriters
- Back up for other members of the Sales Service Team for client calls when needed
- Partner with others in the Agency to work on special projects at request of Department Manager
- Lead and facilitate ongoing communication with other members of the assigned service team on individual accounts, ensuring proper dissemination of information through regular communication and documentation in agency management system.
- Training and development sufficient to possess intermediate to advanced knowledge of associated coverages and lines of business including Cyber and Management Liability. Coordinate meetings with agency subject matter experts on these same lines of coverage where knowledge gaps exist.
Qualifications and Requirements:
- Strong customer service orientation
- Excellent interpersonal and communication skills
- Property and Casualty License
- High School Diploma required; Bachelor’s Degree preferred
- Insurance experience preferred
- Organizational ability
- Computer proficiency including the ability to use agency database software and MS Office products.
- Must possess or be willing to/capable of developing expert knowledge of Medical Professional Liability coverages and intermediate knowledge of associated products.
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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.
Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
