As an Senior Account Executive in the Health Care department 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. - Respond to client inquiries, service requests and claims issues within established timeline - 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
Requirements and Qualifications: - 5-7 years’ experience - Valid P&C brokers’ license - College degree preferred - Industry specific designations preferred- CISR, ARM or similar - Proficient in insurance agency management systems, AMS 360 and Work Smart preferred - Extensive knowledge of underwriting, coverage, rate analysis/procedures & experience reporting
Risk Strategies is the 9 th 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 nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) 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.
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