Risk Strategies Company

Director

• Oversee and manage a team with total revenue of $7M–$9M+
• Demonstrate thought leadership by promoting best practices, driving client expansion, and ensuring EB initiatives are implemented in partnership with national objectives
• Serve as a subject matter expert on health and welfare benefits, including medical, dental, vision, life, disability, and voluntary benefits
• Drive adoption of consistent processes, products, services, and solutions to enhance client management
• Coordinate account service teams to ensure high-quality, consistent client deliverables and service
• Develop and implement best practices, including peer review and quality control of client deliverables
• Maintain executive-level client relationships and oversee annual stewardship reporting
• Build strong relationships with account management teams and clients to ensure successful execution of plans and deliverables
• Stay current on carrier products and market developments, ensuring team and client awareness
• Partner with regional leadership and Team Leaders to achieve broader Employee Benefits practice goals
• Understand and promote RSC/Brown & Brown value-added resources
• Evaluate team performance and provide coaching, feedback, career development, and performance reviews
• Support new business development through prospecting, value proposition creation, RFP/proposal support, and finalist presentations

Team Leader, Senior Director – Benefits

Account Manager

• Manage an assigned book of business while building long-term client relationships
• Respond to day-to-day client inquiries, providing analytics and ensuring high-quality service delivery
• Interface with vendors and key internal and external stakeholders
• Develop client deliverables and maintain RSC quality and service standards
• Support Team Leader and/or Account Executive(s), as assigned
• Drive revenue growth and client expansion within portfolio
• Prepare and coordinate compliance documents
• Facilitate client meetings and prepare agendas and materials

Employee Benefits Account Manager

• Advise clients on the use of tax insurance as a risk-transfer tool
• Analyze tax opinions, transaction structures, and technical tax issues
• Develop and execute placement strategies with tax insurance underwriters
• Manage the underwriting process from submission through policy binding
• Negotiate policy terms and coverage enhancements
• Develop and maintain relationships with private equity sponsors and investment banks
• Generate new business opportunities through networking
• Serve as a subject matter expert on tax insurance products

Vice President, Retail Tax Insurance

• Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals, coverage summaries, and binding documentation.
• Support informed risk placement by drafting loss exhibits and proactively obtaining loss runs directly from carriers.
• Ensure clients and partners have what they need by coordinating accurate and timely certificates and proofs of insurance.
• Protect data integrity and team efficiency by maintaining precise, up-to-date records in the system of record.
• Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.

Commercial Lines Account Manager

Producer

• Assist the Manager in calculating commissions, true-ups and bonuses for the producers
• Track and maintain broker agreements throughout the year
• Liaise between finance & accounting team and producers regarding the quick resolution of all commission issues
• Maintain details of all Producer/Broker compensation arrangements
• Maintain Compensation payment calendar with outside offices – ensuring all needed documents are received before deadline
• Update Producer/Broker general information in systems as needed – working with operations to ensure accurate producer default rates are entered
• Assist with the process of calculating and paying all Producers/Brokers accurately and timely
• Assist with the calculation and correction of the House account commissions in February & August
• Assist with the midyear Draw evaluation and provide the Manager results and recommendations
• Regular review of data to identify errors, etc. especially for correct sales compensation reporting
• Support Manager with in-depth compensation and Producer analysis requests
• Liaise with other Corporate teams and departments (e.g. Corporate Accounting and Human Resources) as needed

Producer/Broker Compensation Analyst

• 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.

Client Account Coordinator

• Serve as the primary point of contact for assigned clients, building strong, long-term relationships.
• Understand client needs and objectives to recommend appropriate insurance products and services.
• Manage the renewal process for existing accounts, including market negotiations, proposal preparation, and presentation.
• Collaborate with underwriters and other internal teams to secure optimal coverage and pricing for clients.
• Educate clients on policy terms, conditions, and coverage options.
• Identify opportunities for cross-selling and up-selling additional insurance products.
• Resolve client inquiries and issues promptly and efficiently.
• Maintain accurate and up-to-date client records and activity logs in the CRM system.
• Stay informed about industry trends, market changes, and new insurance products.
• Participate in client meetings, presentations, and industry events.

• Manage daily client service needs for a designated book of business
• Partner with Producers and Account Executives to support renewal strategy
• Manage renewals end to end, including submission development and proposals
• Serve as the primary point of contact for daily client service requests
• Maintain accurate and timely updates in the system of record

• Provide support to the Commercial Lines Account Manager and Producer/Account Executive
• Prepare the Renewal Update document
• Assist in obtaining renewal quotes
• Prepare renewal proposals
• Perform renewal process for accounts generating less than $6,000 with guidance
• Update tasks and prepare Accord Change Request
• Process endorsements and incoming mail
• Issue standard Certificates of Insurance and Auto ID Cards
• Keep abreast of industry changes and trends

Associate Account Manager – Commercial Lines

Account Executive

• Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes.
• Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor.
• Assess client needs and recommend appropriate insurance products and services.
• Prepare and present insurance proposals, ensuring accuracy and competitiveness.
• Collaborate with underwriters and other internal teams to secure optimal coverage for clients.
• Conduct regular account reviews to ensure client satisfaction and identify potential cross-selling opportunities.
• Resolve client inquiries and issues promptly and professionally.
• Stay informed about industry trends, market conditions, and competitor activities.
• Participate in professional development activities to enhance insurance knowledge and skills.
• Maintain accurate and up-to-date client records in the agency management system.

• Manage an assigned book of business while developing long-term relationships with clients
• Respond to day-to-day client inquiries and needed client analytics
• Interface with vendors and key clients to create deliverables and ensure quality standards
• Prepare renewals and RFPs, coordinate vendor responses
• Facilitate client meetings and manage workflows

Account Manager, Employee Benefits

• Servicing a book of Middle Market clients
• Serve as a trusted advisor to key client groups
• Provide strategic and consultative guidance
• Conduct policy audits, proposals, and renewals
• Maintain appropriate system records of service, marketing, and policy communications

Account Manager, Personal Lines

Auditor

• 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

• Manage daily client service needs for a designated book of business.
• Participate in renewal strategy including discussion of markets to approach.
• Obtain loss run or policy documentation directly from a carrier website as needed.
• primary recipient of daily questions or changes from the client or forwarded by the Producer/AE.
• Responsible for setting up the policy in the system of record to properly reflect information for billing.

• Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
• Manage a personal book of business of approximately $500,000+
• Support Team Leader and/or Account Executive(s), as assigned
• Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
• Actively seek improvements to client service and efficiencies within teams by identifying improved processes
• Works with the client team to develop project plans and deliver on service goals
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
• Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
• Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc.
• Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
• Understand, articulate and implement RS value-added resources
• Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc.)
• Provide peer review for others on team