Account Manager, Commercial Lines

Risk Strategies

1d

About The Position

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. Risk Strategies offers comprehensive risk management solutions, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers. Everything we do is about the greater “WE”-never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers.

Requirements

• 2+ Years of experience in a Property & Casualty brokerage environment.
• Hold Insurance licenses as required by the Company.
• 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.

Responsibilities

• Partner with Producers and Account Executives to support renewal strategy, market selection, claims review, and exposure analysis across a renewal book of business.
• Manage renewals end to end, including submission development, proposals, carrier placement, and binding.
• Prepare exposure data, loss exhibits, submissions, and proposals, obtaining loss runs and policy documentation directly from carriers as needed.
• Serve as the primary point of contact for daily client service requests, managing policy changes, endorsements, audits, certificates, and invoices.
• Maintain accurate and timely updates in the system of record, including documentation, audits, reports, contract reviews, and claims support.
• Oversee policy billing setup, invoice requests, premium reconciliation, aged A/R communication, and coordination with accounting teams.
• Build strong carrier and wholesaler partnerships, leverage brokerage buying power, support retention and new business efforts, and participate in initiatives, compliance, and stretch assignments that drive professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees