Risk Strategies

Manage aviation insurance accounts, lead renewal and marketing strategies, and support claims and policy servicing. | Minimum 3 years of aviation insurance experience, strong understanding of aviation operations and underwriting, active insurance license. | The Senior Aviation Account Manager is responsible for the day‑to‑day client servicing and technical support for an assigned book of aviation clients. This may include airports, FBOs, MROs, fleet operators, private clients, rotor‑wing, aerospace manufacturers, product liability accounts, hangar operators, non‑owned aviation, and other related specialty exposures. The Senior Account Manager partners closely with the Producer or Account Executive who drives overall client strategy, placement, and business development. The role requires a strong understanding of aviation insurance, underwriting requirements, key operational exposures, and communication with flight departments, maintenance teams, and aviation underwriters. Your Impact: Renewals & Marketing: Lead renewal strategy and execution, including market selection, exposure and loss analysis, data gathering, application and submission prep, proposal delivery, carrier negotiation, and binding. Account & Client Management: Manage Middle Market and Large/Complex aviation accounts, secure required underwriting documentation, and identify cross‑sell opportunities across key commercial coverages. Service Delivery & Carrier Relations: Review all policies, endorsements, audits, cancellations, invoices, and related deliverables for accuracy while maintaining strong carrier/wholesale relationships and fulfilling day‑to‑day client service and accounting responsibilities. Client Requests & Policy Servicing: Act as the primary contact for aviation service needs—including policy changes, aircraft additions/deletions, pilot approvals, hangar moves, and certificates—while coordinating with internal and third‑party teams to issue required documents. Endorsements, Documentation & Compliance: Submit and track endorsements for aircraft values, pilot changes, and operational updates; maintain accurate agency management system documentation in line with E&O and aviation underwriting standards; prioritize urgent requests and communicate required follow‑up. Claims Support & Team Development: Support clients through the claims process by reporting losses and coordinating with adjusters, and mentor junior Account Managers to promote consistent service practices. Policy & Billing Setup: Accurately set up aviation policies in the agency management system, request carrier invoices, and ensure billing is processed in the correct accounting period, including support for weekly, monthly, quarterly, and reporter billing cycles. Receivables, Payables & Reconciliation: Support Producer and Retail Payables, manage billing reconciliations, communicate with clients on Aged Receivables per internal collection guidelines, and assist with return premium processing and ACH/wire coordination. Statements & Payment Accuracy: Review carrier statements, ensure proper payment application, and work with accounting to resolve discrepancies or remittance issues, including premium‑financed accounts. Relationship Management: Maintain strong, collaborative partnerships with aviation carriers, MGAs, and wholesalers to support efficient placement and service. Market Strategy & Negotiation: Support the “Fewer & Stronger” market consolidation strategy and work closely with underwriters to secure optimal coverage, pricing, and terms—especially for large, complex, or high‑limit accounts. Contract & Compliance Oversight: Review carrier/wholesaler contracts for accuracy and compliance and assist with updating or delivering retail agent agreements as needed. Corporate Citizenship: Drive enterprise initiatives that elevate accountability, cross‑functional collaboration, and high performance. Champion retention, new business, and renewal outcomes while rigorously adhering to E&O protocols and executing corrective actions identified through compliance reviews. Proactively lead special projects and stretch assignments that accelerate team capability, operational excellence, and organizational growth. Successful Candidates Will Have: 5+ years of experience in P&C brokerage, with at least 3 years focused on aviation. Deep technical knowledge of aviation insurance including hull, liability, war risks, hangar keepers, products liability, and related specialty coverages. Strong understanding of aviation operations, key risk drivers, and underwriting requirements. Ability to read and interpret pilot records, training documents, aircraft specifications, hangar agreements, and other aviation‑related information. Strong analytical, interpersonal, communication, and negotiation skills. Ability to work collaboratively within the team and maintain professionalism during urgent, complex, or high‑pressure situations. Ability to develop and maintain strong market relationships. Active insurance license. 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. Pay Range: $70,000.00 - $100,000.00 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. 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 client service needs, support renewals, and coordinate with carriers in a property & casualty insurance environment. | Requires 2+ years in Property & Casualty brokerage, knowledge of insurance processes, and strong communication skills. | 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. Your Impact: 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. This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner. Occasional Travel. 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, 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.

Lead and manage actuarial projects, serve as a strategic advisor in healthcare, and develop models to support client financial strategies. | Requires 15+ years of healthcare actuarial experience, FSA/ASA designation, and expertise in healthcare markets, risk modeling, and data sources. | We are seeking a dynamic and experienced actuarial professional to assist with the continued development of our actuarial team and enhance RSC’s support for our client’s healthcare initiatives and innovations. The ideal candidate will offer an extensive understanding of the healthcare landscape, including medical, pharmacy, stop loss, contracting and payor operations. This role demands a motivated self-starter with proven leadership skills, capable of thriving in a fast-paced, dynamic environment. The ideal candidate will excel in a matrixed environment, demonstrate creative actuarial and analytical capabilities, exceptional communication, interpersonal and organizational skills, and possess a proactive and resourceful approach to problem-solving. This role will be critical to delivering the RSC value proposition for our clients through innovation, technical expertise and highly effective and efficient execution which will directly impact the clients’ financial strategies and decisions. Your Impact Managing a diverse range of actuarial projects, Serve as actuarial and strategic advisor to healthcare clients, owning overall client satisfaction and engagement success. Direct technical actuarial work on projects and assist in the development of less experienced actuaries. Assist in building the practice infrastructure by supporting internal initiatives that enhance the foundational ways of working. Partnering with leadership to build scalable and dynamic financial models and work processes. Assist in building and maintaining strong client relationships. Develop and maintain effective cross-functional working relationships with other RSC teams to assure accurate, timely teamwork and project execution with assigned teams. Successful Candidate Will Have Bachelor’s degree in mathematics, statistics, economics, or a related field FSA/ASA (Fellow of the Society of Actuaries or Associate of the Society of Actuaries) designation required. 15+ years of healthcare actuarial experience. Experience in one or more of the following areas preferred: Strong knowledge of commercial, and/or medical stop loss markets Experience working with alternative risk vehicles such as captives and MEWAs Commercial first dollar and stop loss reserving, pricing, underwriting and financial modeling expertise Risk modeling and risk mitigation strategy experience for healthcare programs. Assessment of care management and delivery effectiveness through predictive modeling, ROI analyses and other advanced modeling techniques Traditional Health & Welfare actuarial and underwriting experience Project / client / financial management experience Understanding of healthcare databases and data sources (claims, encounters, labs, EMR etc.) Proficiency in Microsoft Excel, Word, PowerPoint, and Access. Experience with SQL, R (R, RStudio). Python or Machine learning (is a plus) 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 5,400 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. Pay Range: $199,400 - $300,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. 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.

Build and maintain relationships with clients, service accounts, and support proposals and renewals. | 2-4 years of personal lines client management, insurance license, and familiarity with agency management systems. | Servicing a book of Middle Market clients, this role 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. Your Impact: Build and maintain constructive relationships with customers by meeting and exceeding expectations Actively service/retain existing accounts and develop new business opportunities Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly Schedule personal client meetings at annual renewal or more frequently to maintain client contact Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status Respond to client inquiries, service requests and claims issues within established timeline Successful Candidates Will Have: 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 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 nearly 5,000 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. Pay Range: $52,000.00 - $85,000.00 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. 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.

Serve as a subject matter expert on health and welfare benefits, manage a book of business, and support client relationships and strategic initiatives. | 2-5+ years of health & welfare experience, benefits knowledge, and relevant licensing or certifications. | The Senior Account Manager plays a key role in shaping an exceptional client experience, serving as the primary partner for a defined book of business while building trusted, long‑term relationships. In this dynamic role, you’ll be the go‑to expert for day‑to‑day client needs, delivering responsive guidance, meaningful analytics, and forward‑thinking solutions that help clients navigate the evolving employee benefits landscape. You’ll collaborate closely with carriers, vendors, and internal teams to craft high‑quality client deliverables, elevate service outcomes, and ensure every engagement meets the high standards that set our firm apart. As a Senior Account Manager, you’ll bring deep expertise in employer-sponsored health and welfare plans and the regulations that shape them, applying that knowledge to accelerate client success and drive meaningful growth. With a focused book of business that allows for strategic attention, you’ll also support Account Executives and Team Leadership on key accounts while taking ownership of expanding your own client relationships. This is an opportunity to blend technical acumen with relationship-building skills in a role designed for someone who is energized by problem-solving, passionate about service excellence, and ready to make an impact in a fast-moving brokerage environment. Your Impact: Serve as the subject matter expert on Health & Welfare Benefits, guiding clients with deep knowledge of medical, dental, vision, life, disability, and voluntary products and carrier solutions. Own and grow a personal book of business of approximately $500,000+, driving strong client relationships and expansion opportunities. Partner closely with Team Leaders and Account Executives to support strategic initiatives and deliver an elevated client experience. Lead proactive day‑to‑day client service, resolving issues with urgency, clarity, and a commitment to exceptional service. Identify opportunities to improve client outcomes and team efficiency by refining processes and introducing better practices. Collaborate with client teams to build project plans, deliver on service goals, and prepare renewals, RFPs, vendor negotiations, and client‑ready presentations. Oversee workflow and delegation, including mentoring Benefit Analysts, reviewing analytic and administrative work, and ensuring accuracy across deliverables such as Forms 5500 and carrier reporting. Stay ahead of industry trends, legislative changes, and emerging technology while maintaining accurate client data, facilitating client meetings, and championing the firm’s value‑added resources. Successful Candidates Will Have: BA/BS preferred 2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skills Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Life, Accident and Health Insurance License required GBA or CEBS Certification a plus 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 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, 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. Pay Range: $51,800 - $85,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. 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 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 client relationships and benefit strategies, oversee a book of business, negotiate with carriers, ensure compliance, and mentor junior team members. | 5+ years in employee benefits, client-facing experience, insurance license, strong benefits administration knowledge, and relevant certifications preferred. | The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Be a subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary Manage a book of business of approximately $1,000,000+ Develop and maintain strong relationships with reference-ready clients, prospects, and carriers Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues Proactively anticipate client needs and bring forward strategies to address their challenges Understand and utilize Risk Strategies resources and tools to maximize efficiency Project manage a book of business including planning, delegating, and meeting deliverable timing Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers Manage request for proposals and renewals - negotiate with carriers and make recommendations to client Oversee open enrollment process for clients Ensure client is fully compliant with all regulations to which they are subject Be accountable for all work product provided to client across the AE’s book of business, including ensuring client updates are made within appropriate software (e.g., BenefitPoint, AMS, etc) Review work, provide feedback and mentor junior team members Successful Candidates Will Have: BA/BS preferred 5+ years of health & welfare experience, meets, or exceeds, core practice competency-based skills Client-facing experience in the employee benefit industry Experience with self-funding Technical knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management Diligent follow up skills Ability to express ideas clearly in both written and oral communications Detail-oriented Advanced critical thinking skills Strong Microsoft Excel, Word and PowerPoint skills Life, Accident and Health Insurance License required GBA or CEBS Certification a plus 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 5,300 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 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.