Account Manager, Property & Casualty

Risk Strategies•Brookfield, WI

About The Position

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our P&C team! This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities.

Requirements

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

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.