Associate Account Manager

The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM)

They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.

The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager.

Your Impact

Day to Day Client Service:

• Complete the following tasks as requested by the Account Manager or Senior Account Manager:
• Issuance of renewal of mid-term Certificates or Auto ID cards
• Policy checking and processing
• Endorsement and Audit checking and processing
• Generate requests for invoices on policies, endorsements or audits
• Order loss runs
• Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
• Update the system of record to properly reflect conversations, communications and policy documentation
• Perform the first review for Quote checking

Successful Candidate Will Have

• Hold, or willing to obtain, Insurance licenses as required by the Company within 90 days of hire
• Entry level position
• Proven organizational skills
• Ability to follow process and procedures guidance

Risk Strategies is the 8th 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.

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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