Risk Strategies Company

Account Manager

• Handle the day-to-day Client Service requirements on an assigned book of business
• Participate in renewal strategy including claims reviews and exposure gathering
• Manage a renewal book of business, supporting the placement process and drafting submissions
• Respond to daily questions or changes from the client
• Work with Associate Account manager or 3rd party vendor to issue Certificates and Invoices
• Update the system of record to reflect conversations and communications
• Handle contract reviews and claims management

Account Manager, Commercial Lines

Product Specialist

• Develop deep knowledge of all AHP products, including features, networks, integrations, use cases, and limitations
• Stay up-to-date with product enhancements and upcoming releases
• Lead live product demonstrations for prospective and existing clients
• Consult with clients to understand their unique needs and advise on how best to implement products achieve their goals
• Provide high-level support in collaboration with Account Executives, and customer success and technical teams
• Develop communication materials and strategy in collaboration with Marcom
• Develop training and presentation materials for clients, potential clients and internal resources
• Partner with vendors and partners to ensure successful delivery of benefits
• Create and maintain client-facing documentation, including user guides, onboarding materials, and best practice playbooks
• Develop and support product specific communication strategies in partnership with Marcom
• Guide clients in aligning their processes with the capabilities of AHP systems using our proven methodologies
• Help troubleshoot complex scenarios and advise on how to adapt the product to fit specialized use cases
• Coordinate eligibility needs, file specifications, timing, etc of all feeds with third party vendors for each product
• Support client and internal partners with review of file specs as needed
• Support and resolution of any eligibility/file issues between our administration systems and vendors
• Coordinate with our internal administrative system owners and Executive Steering Committee on prioritization of any system enhancements needed to support products and the return on investment

Ancillary Product Specialist

• Complete specific tasks on an assigned book of business at the direction of the Client Service team
• Responsible for data integrity in the service system of record
• Issuance of Certificates and Auto ID cards
• Provide support in document preparation, such as Proposals and Summaries
• Update the system of record to properly reflect conversations, communications, and policy documentation
• Policy, Endorsement and Audit checking and processing
• Invoicing and tracking receipt of payment records
• Perform the first review for Quote checking

Associate Account Manager – Entertainment Practice

• Manage client accounts and relationships
• Collaborate with internal teams to address client needs
• Develop strategies to enhance client satisfaction and retention
• Provide ongoing support and communication with clients

• Develop and maintain strong, long-term relationships with high-net-worth individuals and families.
• Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines.
• Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients.
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating claims processes efficiently and discreetly.
• Educate clients on evolving insurance markets, risk management strategies, and policy changes.
• Participate in client meetings, industry events, and networking opportunities to expand the client base and represent RSC Insurance Brokerage, Inc.
• Maintain accurate and up-to-date client records and policy information within the company's CRM system.
• Collaborate with underwriters, claims specialists, and other internal departments to ensure seamless client service.
• Stay informed about industry trends, competitive landscape, and regulatory changes affecting the private client insurance market.

Private Client Relationship Manager

• Support an assigned book of business
• Develop long-term relationships with clients
• Respond to day-to-day client inquiries and analytics
• Manage a book of business of approximately $1,000,000
• Prepare renewals and RFPs, coordinate vendor responses
• Facilitate client meetings and prepare agendas

Senior Employee Benefits Account Manager

• Manage daily client service needs for a designated book of business.
• Partner with Producers and Account Executives to support renewal strategy, market selection, claims review, and exposure analysis across a renewal book of business.
• Manage renewals end to end, including submission development, proposals, carrier placement, and binding.
• Prepare exposure data, loss exhibits, submissions, and proposals, obtaining loss runs and policy documentation directly from carriers as needed.
• Serve as the primary point of contact for daily client service requests, managing policy changes, endorsements, audits, certificates, and invoices.
• Maintain accurate and timely updates in the system of record, including documentation, audits, reports, contract reviews, and claims support.
• Oversee policy billing setup, invoice requests, premium reconciliation, aged A/R communication, and coordination with accounting teams.
• Build strong carrier and wholesaler partnerships, leverage brokerage buying power, support retention and new business efforts, and participate in initiatives, compliance, and stretch assignments that drive professional growth.

• Support day-to-day client service by issuing certificates and Auto ID cards
• 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

Associate Account Manager, Commercial Lines

Account Executive

• Interact with clients on a day-to-day basis
• Develop and execute on the client’s benefit strategy
• Research, analyze, and evaluate medical, life, disability, and other benefit plans
• Manage and grow a $1M–$1.5M+ book of business

Senior Account Executive, Relationship Manager

• Serve as a subject matter expert in Health & Welfare benefits
• Manage and grow a $1M–$1.5M+ book of business
• Build and maintain strong, reference-ready relationships with clients, prospects, and carrier partners
• Proactively advise clients on industry trends, regulatory changes, underwriting concepts, funding alternatives, and cost drivers
• Anticipate client needs and develop strategic solutions to address challenges and support long-term goals
• Lead renewals, RFPs, carrier negotiations, open enrollment, and compliance efforts

Senior Account Executive, Employee Benefits

• Interact with clients on a day-to-day basis and maintain relationships
• Research, analyze, and evaluate medical, life, and disability benefit plans
• Serve as the benefit expert to clients
• Responsible for revenue growth and client expansion
• Advise clients on industry trends and regulatory updates
• Lead RFPs, renewals, and open enrollment processes
• Project manage the book of business and ensure timely deliverables

Account Executive, Employee Benefits

Client Services Representative

• Serve as a dedicated resource for high-net-worth clients
• Develop and maintain strong relationships with clients
• Conduct thorough needs assessments to identify risks
• Design and implement customized insurance portfolios
• Collaborate with internal and external advisors
• Proactively review and update client policies
• Educate clients on complex insurance products and trends
• Assist clients with claims processes
• Stay abreast of changes in insurance regulations
• Identify opportunities for cross-selling and up-selling
• Participate in business development activities

Private Client Services Advisor

• Manage daily client service needs for a designated book of business
• Participate in renewal strategy including discussion of markets to approach
• Manage a renewal book of business, including creation of submissions
• Provide support in drafting exposure gathering information
• Handle daily questions or changes from the client
• Work with Associate Account Manager or 3rd party vendor to issue Certificates and Invoices
• Update the system of record to reflect conversations and policy documentation
• Process monthly, quarterly, or annual audits and reports
• Claims management; instruct clients to report notice of loss
• Communication with Client and Producer regarding Aged A/R issues

Select Account Manager

• Manage client relationships and service client insurance needs
• Prepare communication material about the student health insurance plan
• Create and update student health insurance plan websites, including waiver and enrollment forms
• Manage data transfer process between UHP and the client
• Process enrollments, facilitate reconciliations, invoice clients, and coordinate the deposits of premium payments
• Prepares, processes, reviews and monitors various documents such as premiums, policies, claims, applications, changes, etc.
• Answer phone inquiries from medical providers, students, parents and school contacts about benefits, enrollment and other information
• Create and package claim reports, and perform analysis for client
• Collaborate with team members on new projects.
• Coordinate, develop ideas and formulate presentations
• May need to provide field service, meeting with students and school administrators to explain insurance benefits
• Develop marketing material, update prospect lists, coordinate mass emails

Account Manager – Associate

Analyst

• Gather and organize data from multiple sources to ensure completeness and accuracy.
• Analyze data to identify trends, patterns, and insights that support business objectives.
• Create reports and dashboards to communicate analytical findings to stakeholders.
• Collaborate with teams to define data requirements and provide analytical support for projects.
• Assist in the development and implementation of data collection processes and tools.

Account Manager, Commercial Lines

Ancillary Product Specialist

Associate Account Manager – Entertainment Practice

Account Manager

Private Client Relationship Manager

Senior Employee Benefits Account Manager

Account Manager, Commercial Lines

Associate Account Manager, Commercial Lines

Senior Account Executive, Relationship Manager

Senior Account Executive, Employee Benefits

Account Executive, Employee Benefits

Private Client Services Advisor

Select Account Manager

Account Manager – Associate

Analyst Consultant – Data, Reporting, Analytics