Account Manager for Middle Market clients at Risk Strategies, providing strategic guidance and managing client relationships. Conducting audits, proposals, and renewals while building strong customer relationships.
Responsibilities
Servicing a book of Middle Market clients
Serve as a trusted advisor to key client groups
Provide strategic and consultative guidance on identified collaborative initiatives
Assessment of potential risk profiles and conducting policy audits, proposals and renewals
Build and maintain constructive relationships with customers
Requirements
2 - 4 years’ experience of Personal Lines client management experience
Valid P&C brokers’ license
Industry specific designations preferred – CISR, ARM or similar
Proficient in insurance agency management systems, AMS360 and Work Smart preferred
Knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting
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