Assistant Account Manager, Commercial Lines
Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability.
With nearly 100 offices and over 2,500 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees.
For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.
This opportunity will support the Oxford Risk Management Group, a Risk Strategies Company, they are a national leader in delivering comprehensive enterprise risk solutions to the most successful businesses, financial institutions, professional athletes and entertainment personalities in the country.
Independent advisors from a wide array of disciplines collaborate with Oxford to engineer conservative programs with a compliance first mentality, while establishing and maintaining impeccable client service standards.
They did not invent the alternative risk management industry, but they have certainly perfected the captive insurance space providing customized risk management services to more clients than any other company in the enterprise risk industry.
RequirementsBuilding and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectationsFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordinglyNurturing professional relationships through the facilitation of personal client meetings and consistent client contactParticipating in the retention of renewal business.
Interacting with the Account Executive and Account Manager to prepare coverage specifications, applications, underwriting data and related information in the marketing of insurance productsCreating client and prospect presentations in Microsoft Word and PowerPointSupporting the implementation of new clients and lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and CarrierResponsible for certificates of insurance, billing, endorsement requests, automobile id cards, policy reviews and maintaining client exposure schedulesAdditional Information:
1-3 years experience of Commercial Lines client management experience preferred but not mandatoryValid P&C brokers license or ability to obtain one.
College degree preferredProficient in insurance agency management systems, AMS 360 and Work Smart preferredPossess excellent verbal and written communication skillsDemonstrate proficiency in computer applications, esp.
Microsoft Office SuiteMD191713.
Estimated Salary: $20 to $28 per hour based on qualifications.
With nearly 100 offices and over 2,500 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees.
For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.
This opportunity will support the Oxford Risk Management Group, a Risk Strategies Company, they are a national leader in delivering comprehensive enterprise risk solutions to the most successful businesses, financial institutions, professional athletes and entertainment personalities in the country.
Independent advisors from a wide array of disciplines collaborate with Oxford to engineer conservative programs with a compliance first mentality, while establishing and maintaining impeccable client service standards.
They did not invent the alternative risk management industry, but they have certainly perfected the captive insurance space providing customized risk management services to more clients than any other company in the enterprise risk industry.
RequirementsBuilding and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectationsFostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordinglyNurturing professional relationships through the facilitation of personal client meetings and consistent client contactParticipating in the retention of renewal business.
Interacting with the Account Executive and Account Manager to prepare coverage specifications, applications, underwriting data and related information in the marketing of insurance productsCreating client and prospect presentations in Microsoft Word and PowerPointSupporting the implementation of new clients and lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and CarrierResponsible for certificates of insurance, billing, endorsement requests, automobile id cards, policy reviews and maintaining client exposure schedulesAdditional Information:
1-3 years experience of Commercial Lines client management experience preferred but not mandatoryValid P&C brokers license or ability to obtain one.
College degree preferredProficient in insurance agency management systems, AMS 360 and Work Smart preferredPossess excellent verbal and written communication skillsDemonstrate proficiency in computer applications, esp.
Microsoft Office SuiteMD191713.
Estimated Salary: $20 to $28 per hour based on qualifications.
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