Risk Strategies

Manage day-to-day client service and renewal processes for a book of business, ensuring data integrity and coordinating with producers and vendors. | 2+ years in Property & Casualty brokerage, insurance knowledge, strong communication, process adherence, and willingness to obtain insurance licenses. | The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process, and procedures, including system of record data integrity. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account. Your Impact: Client Management: o At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering o Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. o Provide support in drafting exposure gathering information, loss exhibits, submissions, and proposals. o Obtain loss run or policy documentation directly from a carrier website as needed. Day to Day Client Service: o Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE. o Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking: o Submitting and managing changes to the carrier per the client’s request o Update the system of record to properly reflect conversations, communications, and policy documentation o Processing of monthly, quarterly, or annually audits and monthly reports as received o Handling contract reviews that are not complex in nature o Claims management: instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims. Client Accounting Responsibilities: o Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing o Responsible for request for invoice on an agency bill policy within the corporate guidelines o Communication with the Client and Producer when there is an Aged A/R issue o Generate the request to return funds to the client as appropriate o Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc. Carrier & Wholesaler Relationships: o Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets o Implementation of the “Fewer & Stronger” market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client Corporate Citizenship: o Active engagement in corporate initiatives as required for your role o Assist in driving a culture of accountability and collaboration, where great performance is recognized o Participate in New Business activity as requested o Actively support corporate retention goals o Follow procedures for maintaining documentation to mitigate E&O o Participate in any corrective action that have arisen during a local compliance audit o Engage in stretch assignments that will further develop their career development 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, or willing to obtain, Insurance licenses as required by the Company Risk Strategies is the 9th largest privately held U.S. 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 200 offices and more than 5,500 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is $51,800.00 - $70,000.00 annually, plus bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. 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. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies is the 9th 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.

Manage key commercial insurance client accounts by providing strategic guidance, policy audits, renewals, and ensuring proper coverage while maintaining strong client relationships. | 5+ years commercial lines client management, valid P&C broker license, proficiency with AMS systems, and knowledge of underwriting, coverage, and compliance. | The Senior Account Manager will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. The ideal candidate will have demonstrated success in servicing key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key objectives. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact 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 coverage checklists 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 Candidates Will Have: 5 years’ experience of Commercial Lines client management experience Valid P&C brokers’ license Industry specific designations preferred- CISR, ARM or similar Proficient in insurance agency management systems, AMS 360 and Work Smart preferred Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities Physical Demands and Work Environment While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel 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. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies is the 9th 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.

Coordinate project activities, manage documentation and communications, track progress, and assist with vendor and contract management. | Strong organizational and communication skills, proficiency in Microsoft Excel and Word, ability to multitask, problem-solve, and work independently or collaboratively. | The Project Coordinator is responsible for handling administrative tasks, coordinating project activities, and supporting the overall project management process, ensuring projects stay on track. Your Impact: Administrative Support: Organizing and maintaining project documentation, including reports, schedules and follow-up. Managing communications. Drafting reports and other project-related documents. Track progress. Project Coordination: Assisting with project planning, including task identification, resource allocation, and timeline development. Coordinating with team members, clients and vendors. Tracking project progress, identifying potential issues, and escalating concerns to the supervisory team. Communication: Maintaining clear and consistent communication with team members, clients and vendors. Preparing and distributing project information, such as benefit guides etc. Facilitating meetings and ensuring effective communication during project execution. Other Duties: May assist with vendor relationships, contract management, and risk assessment. May be involved in project closure activities, such as preparing final reports and archiving project documentation. Successful Candidates Will Have: Strong organizational skills: Ability to manage multiple tasks and projects simultaneously. Excellent communication skills: Ability to communicate effectively both verbally and in writing. Attention to detail: Ability to identify and resolve issues promptly. Problem-solving skills: Ability to identify and resolve problems effectively. Proficiency in Microsoft: Must be proficient in Excel and Word. Ability to work independently and as part of a team: Ability to work both autonomously and collaboratively. Adaptability and flexibility: Ability to adapt to changing project requirements and priorities. Risk Strategies is the 9th largest privately held U.S. 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 200 offices and more than 5,800 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies is the 9th 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.

Manage complex Fine Art insurance accounts, service client relationships, execute renewal strategies, cross-sell coverage, liaise with claims, and network at industry events. | 3-5 years Fine Art insurance experience, valid P&C Brokers’ license, proficiency in insurance management systems, excellent communication, and ability to work hybrid with onsite presence in NYC. | This is a hybrid opportunity and this role requires onsite in-office presence approximately 2 to 4 days per week at our New York City office location. The Senior Account Manager is responsible for all aspects of servicing of larger, more complex accounts as well as the health of the client relationship on all of their assigned accounts and service new business as it comes in and to create new business opportunities through cross selling existing clients and attending industry related functions Your Impact Client Servicing: responsible for assigned book of business of the Fine Art Practice’s mid clients as well as back-up account manager duties for more senior members of the team as assigned and as outlined in Fine Art Account Manager Service Standards- renewal strategy and execution, endorsements, invoicing, preparing schedules of insurance, certificates of insurance, reviewing contracts, and developing loss management & prevention assessments. Remarket existing accounts as client requests or market environment warrants Provide support / assistance to Team Leaders and Producers on new and existing business as directed, including executing coverage analysis for prospective clients, engaging other departments and associates where applicable; notify clients of coverage gaps or duplications; provide clients with quotation for additional coverages. Cross-Sell other lines of coverage to promote organic growth and round-out needs of clients; coordinate with associates in other departments as necessary to drive growth Liaise with Claims Department, providing assistance with difficult claims with respect to industry practice, policy language, recommendations of adjuster, appraisers, etc. Maintain positive relationships with markets; advise Team Leaders of changes/problems with markets; stay abreast of market changes with respect to pricing, risk appetites, available capacity, position on catastrophic coverages Actively network at trade / industry functions as directed / requested Document all client and carrier communications in agency management system Successful Candidate Will Have Minimum of 3-5 years of Fine Art insurance experience College degree preferred Valid P&C Brokers’ license Possess excellent verbal and written communication skills Proficient in insurance agency management systems, AMS 360 and Work Smart and Epic preferred Demonstrate superior proficiency in computer applications, esp. Microsoft Office Suite Exceptional organization and time-management skills as well as accountability, given remote nature of the role At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $64,800 - $105,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th 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 over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for 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. 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. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies is the 9th 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.

Manage 3rd party claims and provide technical guidance while overseeing claims in captive insurance programs. Collaborate with clients, insurance brokers, and underwriters to ensure timely and accurate claims handling. | Candidates should have a Bachelor's degree in a related field and a minimum of 5 years of experience in claims management, preferably in captive insurance. Strong knowledge of insurance policies and excellent analytical and communication skills are essential. | As a Senior Claims Specialist, you will manage 3rd party claims, providing technical guidance, support analytics, and liaise with TPAs, legal, and clients in the claims review process. You will be specifically be responsible for managing and overseeing claims in captive insurance programs. Captive insurance refers to a form of self-insurance where a company creates its own insurance company to cover its risks. In this role, you will work closely with clients, insurance brokers, and underwriters to ensure timely and accurate claims handling. Your Impact: Review and assess claims submitted by clients within captive insurance programs. Investigate and gather necessary information to determine the validity of claims. Collaborate with internal teams, external vendors, and legal counsel to resolve complex claims issues. Negotiate settlements and manage claims payments in accordance with policy terms and conditions. Provide guidance and support to junior claims specialists in handling claims effectively. Monitor claims trends and provide recommendations for process improvements to enhance efficiency and customer satisfaction. Maintain accurate claims records and documentation in compliance with regulatory requirements. Successful Candidates Will Have: Bachelor's degree in Insurance, Risk Management, Business Administration, or related field. Minimum of 5 years of experience in claims management, preferably in captive insurance or a related industry. Strong knowledge of insurance policies, coverage terms, and claims handling procedures. Excellent analytical and problem-solving skills with attention to detail. Effective communication and negotiation skills to interact with various stakeholders. Ability to work independently and prioritize tasks in a fast-paced environment. Professional certifications such as CPCU, AIC, or ARM are a plus. Risk Strategies is the 9th 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, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and 5,300 employees across the US and Canada. Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to the Inc. 5000 list as one of America’s Fastest Growing Private Companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. 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. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies is the 9th 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.