Assistant Account Manager

Risk Strategies • Berkeley Heights, NJ

21h • $18 - $28

About The Position

The Assistant Account Manager will assist the Private Client practice in supporting day-to-day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. Your Impact Building and maintaining constructive and effective relationships with internal and external clients by assisting the Private Client Account Executives and Producers and responding to client/carrier communications as assigned Leveraging Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications Nurturing professional relationships with carriers with consistent carrier contact Participating in the retention of renewal business by supporting the Private Client Account Executives with interacting with Producers to prepare applications, underwriting data and related information in the marketing of personal insurance products Ensuring the client has continuous and proper coverage by assisting the Private Client Account Managers assigned to the client. This includes quoting/remarketing of PCS accounts, processing of endorsements, recommendation/requirement follow up, billing related inquiries, Auto ID Cards, policy/quote/binder checking, and providing summaries of insurance/certificates. 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 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. The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. 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. Risk Strategies has joined Brown & Brown, and teams at both companies are growing. 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

• 1 - 3 years’ experience of Personal Lines client management experience
• Valid P&C brokers’ license
• Knowledge of Personal Lines underwriting, coverage, procedures

Nice To Haves

• College degree preferred
• Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred

Responsibilities

• Building and maintaining constructive and effective relationships with internal and external clients by assisting the Private Client Account Executives and Producers and responding to client/carrier communications as assigned
• Leveraging Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts
• Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications
• Nurturing professional relationships with carriers with consistent carrier contact
• Participating in the retention of renewal business by supporting the Private Client Account Executives with interacting with Producers to prepare applications, underwriting data and related information in the marketing of personal insurance products
• Ensuring the client has continuous and proper coverage by assisting the Private Client Account Managers assigned to the client. This includes quoting/remarketing of PCS accounts, processing of endorsements, recommendation/requirement follow up, billing related inquiries, Auto ID Cards, policy/quote/binder checking, and providing summaries of insurance/certificates.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed