Account Manager, Commercial Lines
Risk Strategies Company
full-time
Posted on:
Location Type: Hybrid
Location: Wisconsin • United States
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About the role
- 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.
Requirements
- 2+ Years of experience in a Property & Casualty brokerage environment.
- Hold Insurance licenses as required by the Company.
- Knowledge of Property & Casualty business.
- Ability to follow process and procedures guidance.
- Analytical and problem-solving abilities.
- Ability to display tact and poise under pressure when working through issues.
Benefits
- health insurance
- retirement plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
renewal strategyclaims reviewexposure analysissubmission developmentcarrier placementpolicy changespremium reconciliationpolicy billing setupcontract reviewsdata analysis
Soft Skills
client serviceproblem-solvinganalytical abilitiestactpoise under pressurecommunicationpartnership buildingorganizational skillsteam collaborationinitiative
Certifications
Insurance licenses