Associate Account Manager, Commercial Lines
About The Position
The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of commercial lines business at the direction of the Client Service team on the book. The AAM will work directly with the Client Service team on a book specific to Florida Homeowner's Associations (HOA's). Your Impact: Issuance of renewal of mid-term Certificates or Auto ID card; policy checking and processing Endorsement and Audit checking and processing Generate requests for invoices on policies, endorsements, or audits; order loss runs Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis Update the system of record to properly reflect conversations, communications, and policy documentation Perform the first review for Quote checking 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 2024, 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 .
Requirements
- Hold, or willing to obtain, Insurance licenses as required by the Company
- 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
Responsibilities
- Issuance of renewal of mid-term Certificates or Auto ID card
- Policy checking and processing Endorsement and Audit checking and processing
- Generate requests for invoices on policies, endorsements, or audits; order loss runs
- Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
- Update the system of record to properly reflect conversations, communications, and policy documentation
- Perform the first review for Quote checking
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
