Account Representative/Account Executive, Property & Casualty

About the role

This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.

Responsibilities

• Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries.
• Responds directly and promptly to client inquiries and requests
• Ensures policies follow coverages as quoted, proposed and bound.
• Collects client specification data.
• Promptly responds to requests for data and questions from clients, underwriters and internal staff.
• Responsible for new client setup and ongoing client maintenance.
• Completes premium finance agreement requests and creates premium allocations as needed.
• Requests and summarizes loss runs, may process claims and provide client advocacy.
• Meets with clients and team as needed to enhance knowledge of client accounts.
• Affords assistance with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.
• Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.

Requirements

• 3+ years of similar experience in the insurance industry, preferably on the brokerage side.
• WI P&C insurance license.
• Strong attention to detail and organization skills.
• Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.
• Strong computer skills and is able to utilize Microsoft Office products.
• AMS360 experience preferred.

Qualifications

• Strong attention to detail and organization skills.
• Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.
• Strong computer skills and is able to utilize Microsoft Office products.
• AMS360 experience preferred.

Skills

• Strong attention to detail and organization skills.
• Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.
• Strong computer skills and is able to utilize Microsoft Office products.
• AMS360 experience preferred.

Benefits

As an employee at Risk Strategies, you will be part of a dynamic and supportive team that values diversity, equity, and inclusion. We offer competitive compensation, comprehensive benefits, and a positive work environment that encourages professional growth and development.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate client needs.

Company Information

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.

Equal Opportunity Employer

Risk Strategies is an equal opportunity employer 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.