Risk Strategies Company

Business Analyst

• Analyze complex datasets and operational trends
• Build dashboards and present insights to leadership
• Drive continuous improvement projects

Customer Support

• lead, mentor, and manage the Customer Service team
• develop and implement service procedures, policies, and standards
• monitor and analyze service metrics to drive improvement
• handle complex or escalated customer inquiries
• collaborate with internal teams to resolve issues
• conduct regular coaching, training, and performance evaluations
• manage service-related projects and initiatives
• prepare and present reports on team performance and customer feedback
• foster a customer-centric culture

Customer Service Manager

Account Manager

• Build and maintain strong relationships with clients, understanding their business objectives
• Develop and implement account plans to meet client needs and achieve revenue targets
• Identify opportunities for upselling and cross-selling products and services
• Collaborate with internal teams to ensure timely delivery of services and resolve client issues
• Monitor account performance and provide regular updates and reports to clients

Auditor

• Conduct detailed audits of high-complexity claims files to ensure compliance, accuracy, and adherence to company procedures and regulatory requirements.
• Perform in-depth claims file reviews for accuracy and compliance.
• Document findings and provide recommendations for corrective action.
• Identify trends and collaborate with departments to improve claim practices.
• Support audit reporting and analytics.

Senior Stop Loss Claims Auditor

• Serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service.
• Work directly with other members of the Select Team as well as producers from other RSC offices.
• Mentor PL Select Assistant Account Specialists.
• Build and maintain constructive and effective relationships with clients.
• Leverage personal insurance knowledge to service existing accounts and develop new business opportunities.
• Manage appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC.
• Participate in retention of renewal business and interact with producers for coverage recommendations.
• Ensure clients have continuous and proper coverage and provide recommendations within a mutually established timeline.
• Review current policies and provide recommendations regarding carrier placement options.

Personal Lines Account Manager

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
• Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients
• Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly
• Participating in the retention of renewal business. Interacting with producers and office leaders to make coverage recommendations and engage in account rounding activities
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
• Reviewing current policies and providing recommendations regarding carrier placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage
• Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s

Marketing

• Develop and execute comprehensive marketing strategies and campaigns to meet organizational goals
• Analyze market trends, customer behavior, and competitive landscape to identify opportunities for growth
• Collaborate with internal teams, including sales, product development, and design, to create cohesive marketing messages
• Monitor and report on campaign performance, utilizing data to optimize ongoing initiatives and inform future strategies
• Manage project timelines and budgets to ensure the successful delivery of marketing initiatives
• Mentor junior marketing staff, providing guidance and support to enhance team performance

Senior Private Client Marketing Specialist

• Manage daily client service needs for a designated book of business.
• Participate in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering.
• Manage a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.
• Primary recipient of daily questions or changes from the client.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking.
• Submitting and managing changes to the carrier per the client's request.
• Update the system of record to properly reflect conversations, communications and policy documentation.
• Processing of monthly, quarterly or annually audits and monthly reports as received.
• Handling contract reviews that are not complex in nature.
• Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
• Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing.
• Responsible for request for invoice on an agency bill policy within the corporate guidelines.
• Communication with the Client and Producer when there is an Aged A/R issue.
• Generate the request to return funds to the client as appropriate.
• Timely response to accounting when requests for information are made, such as carrier discrepancies, application of cash, etc.
• Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets.
• Implementation of the “Fewer & Stronger” market consolidation initiative.
• Leveraging the RSC buying power and ensuring the best terms and conditions for the client.

Account Manager, Commercial Lines

• Managing an assigned book of business while developing long-term relationships with clients
• Responding to day-to-day client inquiries and any needed client analytics
• Interface with vendors and key clients internally and externally
• Create client deliverables and ensure quality standards are met
• Responsible for revenue growth – client expansion

Senior Account Manager, Employee Benefits

• Conduct detailed audits of high-complexity claims files for compliance, accuracy, and adherence to company procedures and regulatory requirements.
• Perform in-depth claims file reviews for accuracy and compliance.
• Document findings and provide recommendations for corrective action.
• Identify trends and collaborate with departments to improve claim practices.
• Support audit reporting and analytics.

Senior Claims Auditor

Consultant

• Provide expert guidance to higher education institutions on plan design, carrier selection, compliance, and cost containment strategies.
• Assess existing student health insurance programs for both Fully Insured, Self-Funded and recommend improvements based on institutional goals and student needs.
• Assist clients in developing and managing RFPs for student health insurance carriers and third-party administrators.
• Ensure clients remain compliant with ACA, state mandates, and other relevant regulations affecting student health plans.
• Facilitate discussions with university leadership, student affairs, risk management, and finance teams to align insurance strategies.
• Deliver insights on market trends, competitive benchmarking, and emerging models in student health coverage.
• Support institutions during plan transitions, including communication strategies, waiver management, and enrollment processes.

Senior Consultant, Student Health

• Manage daily client service needs for a designated book of business
• Participate in renewal strategy including discussion of the markets to approach
• Manage a renewal book of business, including creation of submissions
• Provide support in drafting exposure gathering information and proposals
• Update the system of record to reflect conversations and policy documentation
• Process monthly, quarterly or annually audits and reports
• Responsible for setting up the policy in the system

Commercial Lines Account Manager

• Manage an assigned book of business and develop long-term relationships with clients
• Respond to day-to-day client inquiries and provide client analytics
• Interface with vendors and key clients internally and externally; create client deliverables
• Ensure quality standards are met and perform essential functions meeting RSC quality and service standards
• Responsible for revenue growth and client expansion on personal book of business
• Support Team Leader and/or Account Executive(s); delegate administrative and analytic tasks to Benefit Analyst and provide coaching and peer review
• Prepare renewals and RFPs; coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop client presentations
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of account transactions
• Proactively provide client service and identify process improvements within teams

• Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
• Actively service and retain existing accounts to mitigate client risk and exposure
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
• Respond to client inquiries, service requests and claims issues within established timelines
• Participating in the retention of renewal business
• Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal and client’s acceptance/declination
• Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
• Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
• Perform other duties as assigned by PCS Regional Leader as needed

Account Manager, Private Client

Account Executive

• Placement and client management on an assigned book of business and guide the Service team
• Accountable for business development and retention for assigned house accounts
• Manage complex books based on industry specialty, account revenue size and/or coverage complexity
• Implement placement strategy including "Fewer & Stronger" market consolidation initiative
• Negotiate terms and conditions with carriers to secure best outcomes for clients
• Provide client-specific direction to the assigned team to meet client outcomes and RSC E&O mitigation
• Responsible for renewal strategy: markets to approach, claims reviews, gap analysis, coverage specifications, and exposure analysis
• Marketing, negotiation, writing executive summaries, reviewing proposals, and facilitating binding of new and renewal business
• Debrief proposal presentations and create binding instruction recaps for the team
• Draft stewardship reports as agreed with the client
• Provide oversight and direction for loss control services and claims management
• Day-to-day client service: review client contracts, communicate material changes with carriers, understand and communicate service expectations, and serve as escalation point

Account Executive, Commercial Lines

• Senior Private Client Relationship Manager will fulfill an integral role developing cohesive relationships with Risk Strategies' largest and most complex clients and serving as a strategic advisor for coverage related inquiries and analysis.
• Build and maintain constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business.
• Actively service and retain existing accounts to mitigate client risk and exposure.
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system.
• Respond to client inquiries, service requests and claims issues within established timelines.
• Participate in the retention of renewal business and drive renewal efforts.
• Execute coverage analysis, notify clients of coverage gaps, provide quotations for additional coverages, and document client decisions in agency management system.
• Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities.
• Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options.
• Assist leadership with audits and reviews of existing client accounts on an as needed basis.
• Act as an informal or formal mentor for less experienced members of the PCS team.
• Perform other duties as assigned by PCS Regional Leader as needed.

Senior Private Client Relationship Manager

• Provide risk management, loss prevention, and safety services focused on workers’ compensation, general liability, and automobile losses
• Work closely with transportation clients offering safety compliance expertise
• Conduct transportation compliance and risk assessments
• Develop and implement customized solutions to manage exposures and mitigate losses
• Provide advisory and technical support to clients
• Conduct safety assessments at client facilities across various occupancies (manufacturing, hospitals, universities, real estate, retail, process industries)
• Recommend, implement, and improve safety and loss control programs based on loss history, regulations, organizational needs, and industry best practices
• Collaborate with claims and analytics teams to review large losses and analyze loss trends
• Manage relationships between insurers' loss control and clients; coordinate visits and service plans
• Review and assist in client safety program development
• Prepare written responses to insurer risk improvement recommendations and develop cost-effective alternatives
• Create thought leadership content (blogs, white papers) and deliver webinars, trainings, and seminars
• Support account teams with new business opportunities and renewals

Business Analyst

Customer Service Manager

Account Manager

Senior Stop Loss Claims Auditor

Personal Lines Account Manager

Personal Lines Account Manager

Senior Private Client Marketing Specialist

Account Manager, Commercial Lines

Senior Account Manager, Employee Benefits

Senior Claims Auditor

Senior Consultant, Student Health

Commercial Lines Account Manager

Senior Account Manager, Employee Benefits

Account Manager, Private Client

Account Executive, Commercial Lines

Senior Private Client Relationship Manager

Loss Control Consultant, Safety