The Senior Account Manager/Team Lead 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. The ideal candidate will have demonstrated success in servicing key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key objectives.
Manage a Book of Business (focus on larger clients)
Marketing
Proposals and Presentations
Client Requests
Contract Review
Product Expertise
Cross-Selling
Account Strategy
Participate in Claims Reviews
Mid-Year Client Strategy Meetings
Business Development
Assist Producers on Prospective Opportunities including meetings, strategy and qualification
New Business Marketing strategy
Assign account team (AE and AM)
Presentations and RFPs
Service Team Leadership
Direct coaching and managing Commercial Account Executives
Identifying opportunities for development in team members
Provide performance evaluations and accountability for goals
Hold team accountable to service timelines, quality control standards and procedures
Market Relationships
Point Person for Carriers, Wholesalers and Intermediaries
Provide Markets with strategic intel on book of business
Arrange marketing visits, discuss growth strategy, review numbers, set goals and hold markets accountable to RSC standards
Develop relationships with management
Local point person for partner
Community Visibility and Industry Leadership
Request Reports for Review and Analysis
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 5,200 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 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.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $88,000 - $148,000. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
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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