Associate Account Manager, Commercial Lines

Risk Strategies

About The Position

The Associate Account Manager (AAM) plays a key role in supporting the Client Service team and gaining hands-on exposure to the insurance brokerage business. This position is ideal for individuals looking to build a strong foundation and grow their career within a fast-paced, client-focused environment. The AAM is responsible for completing specific service and transactional tasks on an assigned book of business under the guidance of the Account Manager, Senior Account Manager, or Account Executive. This role requires a detail-oriented, process-driven mindset and the ability to manage a high volume of work with accuracy and organization. The AAM is accountable for maintaining data integrity within the service system of record and ensuring documentation is complete and compliant. As skills develop, the AAM will take on stretch assignments and gain increased exposure to client interaction, setting the stage for future career advancement. The AAM works closely with the Client Service team, taking primary direction from the Senior Account Manager or Account Manager, while learning best practices and building core technical and professional skills. Your Impact: Support day-to-day client service by issuing certificates and Auto ID cards and assisting with policy-related requests. Review, process, and check policies, endorsements, audits, and quotes for accuracy and completeness. Generate invoice requests and manage loss runs to support renewals and ongoing client needs. Assist with the preparation of proposals, renewal materials, and loss summary analyses. Maintain accurate and up-to-date records in the system of record, documenting all client communications and policy activity. Contribute to new business efforts and support firm-wide client retention goals. Follow established documentation, compliance, and E&O procedures to ensure accuracy and risk mitigation. Engage in corporate initiatives and collaboration efforts that promote accountability, learning, and team success. Take on stretch assignments that build skills, expand knowledge, and support long-term career growth. 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 is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are 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

Entry-level position; ideal for candidates beginning a career in insurance brokerage
Strong organizational skills with attention to detail
Ability to follow established processes and procedures
Analytical and problem-solving capabilities
Must hold or be willing to obtain required insurance licenses

Responsibilities

Support day-to-day client service by issuing certificates and Auto ID cards and assisting with policy-related requests.
Review, process, and check policies, endorsements, audits, and quotes for accuracy and completeness.
Generate invoice requests and manage loss runs to support renewals and ongoing client needs.
Assist with the preparation of proposals, renewal materials, and loss summary analyses.
Maintain accurate and up-to-date records in the system of record, documenting all client communications and policy activity.
Contribute to new business efforts and support firm-wide client retention goals.
Follow established documentation, compliance, and E&O procedures to ensure accuracy and risk mitigation.
Engage in corporate initiatives and collaboration efforts that promote accountability, learning, and team success.
Take on stretch assignments that build skills, expand knowledge, and support long-term career growth.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume