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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 AM should have a deep understanding of coverage and insurance programs, spending significant time on system activity and communication with the client via email, phone, or in person. They are accountable to adhere to corporate initiatives, processes, and procedures, including system of record data integrity.
The AM is a key member of the client team and provides direction to any third‑party vendors responsible for the account.
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, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and 5,300 employees across the US and Canada.
Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018‑2022) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies.