Account Manager

Responsibilities

• Renewal & Placement Support: Assist with renewal strategy, prepare submissions, proposals, and binding documents; gather exposures and loss information.
• Client Service: Serve as the main day‑to‑day contact for client questions, policy changes, certificates, invoices, endorsements, audits, and routine contract review.
• Claims Assistance: Help clients report new claims and provide support on ongoing or large claims.
• Policy & Billing Administration: Set up policies in the system, request invoices, monitor aged receivables, resolve carrier discrepancies, and process refunds when needed.
• Carrier & Market Coordination: Work with carrier partners to place renewals in the best markets and support market‑consolidation initiatives.
• Compliance & Corporate Engagement: Maintain documentation to reduce E&O exposure, support retention and new business efforts, participate in audits, and take on stretch projects for career growth.
• Successful Candidates Will Have:
• 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 Insurance licenses as required by the Company.
• Physical Demands and Work Environment:
• The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations.
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Additional Information

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.

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Company Intel

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