Servicing a book of Middle Market/High Net Worth clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals.

Your Impact:

• Build and maintain constructive relationships with customers by meeting and exceeding expectations
• Actively service/retain existing accounts and develop new business opportunities
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
• Schedule personal client meetings at annual renewal or more frequently to maintain client contact
• Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency’s business goals. Keep Producers apprised of client status
• Respond to client inquiries, service requests and claims issues within established timeline

Successful Candidates Will Have:

• 2 - 4 years’ experience of Personal Lines client management experience
• Valid P&C brokers’ license
• Industry specific designations preferred – CISR, ARM or similar
• Proficient in insurance agency management systems, AMS360 and Work Smart preferred
• Knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting

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. With more than 30 specialty practices, the firm serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.
Industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and to 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
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Please refer the Job description for details