Account Manager

• 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.

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