Assistant Account Manager in a hybrid role supporting the Client Service team at Risk Strategies. Focused on day-to-day client service and managing transactional work with organizational skills.
Responsibilities
Deliver exceptional day‑to‑day client service
Process certificates, Auto ID cards, endorsements, audits, and renewals with precision and speed
Review and validate policies and quotes
Drive workflow accuracy by updating the system of record
Support account growth by preparing sharp, professional proposals, renewal packets, and loss summary analyses
Coordinate essential policy workflows
Champion corporate initiatives
Engage in new business activities and actively support retention goals
Maintain strong compliance habits
Pursue stretch assignments that expand skills
Requirements
Entry level position
Proven organizational skills
Ability to follow process and procedures guidance
Analytical and problem-solving abilities
Hold, or willing to obtain, Insurance licenses as required by the role
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