Senior Account Manager, Private Equity

🕒 June 3

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Risk Strategies Company

5001 - 10000 employees

🏢 Enterprise

💸 Finance

Enterprise • Finance • Insurance

Risk Strategies Company is a comprehensive insurance brokerage and risk management firm. It offers a wide range of services including commercial insurance, employee benefits, private client insurance, and specialty risk management solutions tailored to the unique needs of businesses and individuals. With expertise across diverse industries, Risk Strategies provides innovative and customized solutions to mitigate risks and optimize coverage. Their client-centric approach ensures personalized service and dedicated support, making them a trusted partner in managing risk and developing resilience.

📋 Description

• Participating in the retention of renewal business • Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products • Reviewing current policies and providing recommendations regarding placement options • Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums • Assisting on document issuance, data entry, and coverage approvals on advertising, television, feature film, documentary, and special event liability insurance programs • Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations • Leveraging commercial entertainment insurance knowledge and expertise to actively service existing accounts and develop new business opportunities • Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly • Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact

🎯 Requirements

• 3-5 years’ experience of Commercial Lines client management experience • Valid State P&C brokers’ license • College degree preferred • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting

🏖️ Benefits

• Risk management solutions • Insurance and reinsurance placement for property & casualty • Employee benefits • Private client services • Consulting services • Financial & wealth solutions

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