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Risk Strategies Company Account Manager- Personal Lines in Randolph, Massachusetts

Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With 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 employees. For 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.

Primary Responsibilities and Duties:

  • Build and maintain constructive relationships with customers by meeting and exceeding expectations

  • Actively service/retain existing accounts and develop new business opportunities

  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly

  • Schedule personal client meetings at annual renewal or more frequently to maintain client contact

  • Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals Keep Producers apprised of client status

  • Respond to client inquiries, service requests and claims issues within established timeline

  • Inform and educate clients regarding coverage, exclusions and exposures

  • Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotation for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMS

  • Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options

Requirements

  • 3 - 5 years’ experience of Personal Lines client management experience

  • Valid MA P&C brokers’ license

  • Must have MA Auto and RMV experience

  • College degree preferred

  • Industry specific designations preferred – CISR, ARM or similar

  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred

  • Extensive knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting

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