Job Description
Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is a leading brokerage firm that offers comprehensive risk management advice and insurance services. They are seeking an Account Manager for their Property & Casualty team, responsible for managing client relationships, designing insurance programs, and collaborating with internal teams to deliver exceptional service.
Responsibilities
- Designs, markets, and implements the most complex insurance programs
- Conducts strategic planning meetings with clients to discuss and recommend risk management programs
- Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice
- Delegates to others and responsible for providing leadership and management to ensure all tasks are performed in a satisfactory manner by all involved
- Provides leadership to others on team and at company. Responsible for managing the work of others. Provide performance related feedback to others and assist them with their professional development
- Develops knowledge of a client’s business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc. Identifies the client’s exposure to loss and the means to address them; predominately through insurance risk transfer. Identifies tolerance to risk retention and service needs and protocols
- Collaborates in the development of a marketing plan to include creation of insurance specifications, time lines and complete market selections
- Negotiates with underwriters on behalf of our clients to develop the best program
- Creates insurance proposal to compare competitive insurance program options and recommend the best program for our clients
- Links risk identification, risk funding and service techniques to develop alternative program design strategies
- Monitors the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc., for accuracy and timeliness
- Accurately completes the Renewal Information Request
- Develops and maintains relationships with underwriters and other service providers. Keeps abreast of changing market conditions and innovations
- Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews
- Promptly and accurately responds to client requests. If responsibilities are delegated, follows through to ensure client received timely response
- Participates in identifying new business opportunities
- Attends Continuing Education classes
Skills
- Bachelor's Degree in Business or equivalent work experience
- 8+ years related P&C experience
- Licensed as a Producer of Property & Casualty in the state of WI
- Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations and benefits of each
- Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors
- Strong attention to detail
- Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service
- Demonstrates a sense of urgency
- Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality
- Develops and maintains a working knowledge of systems
- Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs
- This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position
Company Overview
Company H1B Sponsorship