Risk strategies is a leading national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liabilityWith over 115 offices and 2,400 employees across the us & canada, we thrive on our passion to be ranked a best places to work since 2018 by our most important asset, our employeesFor 2020, risk strategies was named 6th fastest growing firm, 12th largest personal lines broker, 11th largest privately-held p&c broker and the 16th largest us broker by insurance journal.
As an assistant account manager, you will assist the division staff with technical administrative duties to ensure customer expectations are met and to contribute to the efficiency of department workflows.
Primary responsibilities and duties:
Assist account managers (am) in technical areas to ensure efficient workflow of the departmentBackup to account managerAssist members of the department with other insurance-related functions as deemed necessary by team leader
Process schedules of insurance, certificates of insurance, auto id cards, applications, and change requests under the direction of the amContact underwriters to follow-up on outstanding requestsAssist in the reviewing and processing of renewalsReview cancellation list with account executive on a daily basis; advise accounting department of results and status of payments
Keep informed of industry developments through review of trade press and by attending company-training meetings on new products
Attending ce classes
Perform other specific duties and projects as assigned by the personal lines team leader and practice leader
Review all renewals in advance for recommendations and/or remarketing
Requirements
3 years’ experience at insurance brokerage in personal lines, vip preferred
College degree preferred
Valid p&c brokers’ license
Agency management system experience required; ams 360 knowledge a plus
Possess excellent verbal and written communication skills
Demonstrate proficiency in computer applications, espMicrosoft office suite
Exceptional organization and time-management skills
