Offer summary

Qualifications:

2-5 years of experience in Commercial Lines client management, Valid P&C brokers’ license, College degree preferred, with industry-specific designations like CISR or ARM, Proficient in insurance agency management systems such as AMS 360/Epic and Work Smart..

Key responsabilities:

Serve as a trusted advisor to small Trucking clients, providing consultative guidance and service.

Build and maintain relationships with internal and external customers while managing a high-volume book of business.

Participate in the retention of renewal business and prepare necessary documentation for marketing insurance products.

Ensure clients have proper coverage and provide recommendations regarding policy options.

Job description

The small business Commercial Account Manager will serve as a trusted advisor to small Trucking clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers.

Your Impact:

Building and maintaining constructive and effective relationships with internal and external customers while leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients
Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly
Participating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline; reviewing current policies and providing recommendations regarding placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiums
Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s

Successful Candidate will have:

2 - 5 years’ experience of Commercial Lines client management 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/Epic and Work Smart preferred; Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures
Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
Understanding of marketplace trends and best practices to best meet client needs

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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