Commercial Lines Associate Account Manager

Role Overview

• Assist Account Managers in all aspects of client service, including policy renewals, endorsements, and claims processing.
• Prepare and process insurance applications, proposals, and other client-related documentation accurately and in a timely manner.
• Communicate effectively with clients, carriers, and internal teams to gather necessary information and resolve inquiries.
• Maintain accurate and up-to-date client records within the agency management system.
• Support the sales process by preparing presentations and marketing materials as directed.
• Research policy coverages and market options to assist Account Managers in client recommendations.
• Follow up on outstanding items with clients and carriers to ensure timely completion.
• Develop a strong understanding of various insurance products and industry regulations.
• Participate in client meetings and calls as needed, taking detailed notes and following up on action items.
• Perform other administrative duties as assigned to support the account management team.

Requirements

• Bachelor's degree preferred or equivalent work experience in a related field.
• 1-2 years of experience in an insurance brokerage or related financial services environment is a plus.
• Property & Casualty (P&C) Producer License or ability to obtain within 90 days of hire is required.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with agency management systems (e.g., Applied Epic, AMS360) is highly desirable.
• Excellent written and verbal communication skills, with a professional and client-focused demeanor.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
• Demonstrated problem-solving abilities and a proactive approach to work.
• Ability to work both independently and as part of a collaborative team.

Benefits

• 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.