Associate Account Manager, Commercial Lines

Risk Strategies Company is the 9th largest privately held U.S. brokerage firm, providing comprehensive risk management and insurance services. The Associate Account Manager plays a key role in supporting the Client Service team by handling service and transactional tasks, maintaining data integrity, and assisting with client interactions to facilitate career growth.

Responsibilities

• Support day-to-day client service by issuing certificates and Auto ID cards and assisting with policy-related requests
• Review, process, and check policies, endorsements, audits, and quotes for accuracy and completeness
• Generate invoice requests and manage loss runs to support renewals and ongoing client needs
• Assist with the preparation of proposals, renewal materials, and loss summary analyses
• Maintain accurate and up-to-date records in the system of record, documenting all client communications and policy activity
• Contribute to new business efforts and support firm-wide client retention goals
• Follow established documentation, compliance, and E&O procedures to ensure accuracy and risk mitigation
• Engage in corporate initiatives and collaboration efforts that promote accountability, learning, and team success
• Take on stretch assignments that build skills, expand knowledge, and support long-term career growth

Skills

• Strong organizational skills with attention to detail
• Ability to follow established processes and procedures
• Analytical and problem-solving capabilities
• Must hold or be willing to obtain required insurance licenses
• Ideal for candidates early in their career in insurance

Company Overview

Company H1B Sponsorship