Commercial Account Manager

Risk Strategies Company; Nashville (TN); On-site; USD 65,000 - 85,000; Full time

Job summary

A prominent brokerage firm in Nashville, TN is seeking an Account Manager to manage daily client service needs for a designated book of business. This role requires a strong background in Property & Casualty brokerage, with a focus on delivering tailored solutions to clients. The ideal candidate will have over 2 years of experience, possess strong analytical and communication skills, and be able to work efficiently in teams. This position offers opportunities to engage with multiple stakeholders and supports a dynamic work environment.

Qualifications

• 2+ years of experience in a Property & Casualty brokerage environment.
• Knowledge of Property & Casualty business.
• Ability to follow process and procedures guidance.
• Strong communication and negotiation skills.
• Team-oriented with focus on client service and data integrity.

Responsibilities

• Manage daily client service needs for a designated book of business.
• Participate in renewal strategy and manage a renewal book of business.
• Ensure data integrity within the system of record.
• Maintain system of record with accurate conversations and policy documents.
• Coordinate certificates, invoices and billing information with carriers and vendors.
• Submit and manage changes to carrier per client requests.

Skills

Analytical and problem-solving abilities

Good communication skills

Interpersonal skills

Negotiation skills

Ability to work efficiently in teams

Job description

Overview

We are looking to add an experienced professional to our growing team in Nashville, TN with a strong background in A&E / Professional Liability driven risks. If you have a deep understanding of these unique coverages and passionate about delivering tailored solutions to clients, we want to connect.

Responsibilities

• 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
• At the direction of the Producer or Account Executive, participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering.
• Manage a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Work 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
• Update the system of record to properly reflect conversations, communications and policy documentation
• 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 guidelines
• Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc.
• Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets
• Implementation of the “Fewer & Stronger” market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client

Qualifications

• 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 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.