Account Executive Risk Strategies

Description

*This position is a hybrid role that will include working remotely and working onsite at our Roseville, CA office*

Risk Strategies, a privately-held National Insurance Brokerage and Risk Management Firm with over 1,900 employees and 97 offices throughout the US, is seeking a collaborative and resilient Account Executive to join our Commercial Lines Team. The Account Executive will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. The ideal candidate will have demonstrated success in servicing key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key objectives.

Your Impact as a Commercial Lines Account Executive will include:

  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
  • Leveraging commercial P&C 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
  • 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
  • Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
  • Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
  • Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s

Requirements

What will make you successful in this role?

  • 5 – 10 years’ experience of Commercial Lines client management experience
  • Valid State P&C brokers’ license
  • 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 Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
  • Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
  • Understanding of marketplace trends and best practices to best meet client needs
  • Possess excellent verbal and written communication skills
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
  • Ability to collect, interpret and/or analyze complex data and information
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
  • Exceptional organization and time-management skills