Account Manager

Risk Strategies Company; Bala Cynwyd (PA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

A leading brokerage firm is seeking an Account Manager to manage daily client service needs in a hybrid role requiring onsite presence. The successful candidate will have over 2 years of experience in a Property & Casualty brokerage and strong communication skills. This position involves extensive client interaction and adherence to corporate procedures, ensuring data integrity and effective team collaboration.

Qualifications

• 2+ years of experience in a Property & Casualty brokerage environment.
• Ability to follow process and procedures guidance.
• Ability to display tact and poise under pressure.

Responsibilities

• Manage daily client service needs for designated book of business.
• Participate in renewal strategy discussions.
• Handle client communication via email or phone.
• Update the system of record with client communications.

Skills

Experience in Property & Casualty brokerage

Analytical thinking

Problem-solving abilities

Good communication skills

Interpersonal skills

Negotiation skills

Job description

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This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Bala Cynwyd, PA office location.

The Account Manager’s main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third‑party vendors managing aspects of the account.

Your Impact

• 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.
• Provides support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtains loss run or policy documentation directly from a carrier website as needed.
• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Works 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
• Updates 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.

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
• 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
• Hold, or willing to obtain, Insurance licenses as required by the Company

Risk Strategies is the 9th largest privately held US 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 100 offices and over 5,000 employees across the US and Canada.