Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is a leading insurance brokerage firm dedicated to delivering exceptional client service and support. The Life Practice Client Service Account Manager will assist with day-to-day client interactions and manage a portfolio of High Net Worth/Private Client accounts, ensuring accurate deliverables and strong relationships with clients and carriers.
Responsibilities
- Under minimal supervision, collect, analyze, and prepare information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate
- Direct interaction with clients on day-to-day questions and requests
- Attend client meetings/conference calls regularly with team members
- Work closely with National Life Practice Service Team to develop and implement processes and Best Practices
- Attend Consultant and Vendor meetings and participates in internal and external training(s)
- Develop the best possible working relationships with carriers. Utilizing resources available
- Proactively conduct research and produce financial analytics via collection, analysis, and interpretation of data for client deliverables
Skills
- 7+ years of individual Life/Disability/LTC industry experience
- 5+ years of experience of High-Net-Worth client service experience
- Valid State L&H license
- A resourceful, proactive self-starting mindset with the ability to think ahead
- A commitment to professional growth and development, including training and mentoring
- Excellent organizational skills, accuracy, and attention to detail
- Capacity to multitask, manage competing priorities with strong time management skills
- Ability to express ideas clearly in both written and oral communications
- Ability to work at a fast pace, both independently and in a team environment
- Strong proficiency in Microsoft Excel and Word
Company Overview
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group. It was founded in 1997, and is headquartered in Boston, Massachusetts, USA, with a workforce of 5001-10000 employees. Its website is http://www.risk-strategies.com.Company H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships, with 2 in 2025, 4 in 2024, 4 in 2023, 3 in 2022, 3 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.