Risk Strategies

Compensation

Full Description

The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM) They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction. The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager. Your Impact: Day to Day Client Service: o Complete the following tasks as requested by the Account Manager or Senior Account Manager: o Policy checking and processing o Provide support in document preparation, such as Proposals, Renewal Packets o Update the system of record to properly reflect conversations, communications, and policy documentation o Perform the first review for Quote checking 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: · Proven organizational skills · 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 · 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 5,300 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.