Risk Strategies Company

Accounting Manager

• Analyze financial data and prepare accurate reports for management
• Assist with month-end close processes and reconciliations
• Ensure compliance with GAAP and internal controls
• Support budgeting and forecasting activities
• Collaborate with team members to improve accounting processes
• Provide insights into financial performance and variances

Accounting Analyst

Account Manager

• Handle the day-to-day Client Service requirements on an assigned book of business
• Participate in renewal strategy including discussion of the markets to approach and claims reviews
• Manage a renewal book of business, including creation of submissions
• 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
• Update the system of record to properly reflect conversations, communications and policy documentation
• Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing

Account Manager, Commercial Lines

Account Executive

• Manage and retain a book of employee benefits business while identifying opportunities for growth
• Build and maintain strong relationships with clients, carrier partners, and internal stakeholders
• Lead renewal processes for health and life coverages, including plan modeling and cost analysis
• Respond to client inquiries related to coverage, enrollment, claims, and policy changes
• Educate clients and employees on benefits programs, regulatory requirements, and legislative updates
• Prepare proposals, presentations, and stewardship reports
• Support sales efforts and new client implementations
• Document compliance and service activity in the agency management system

Employee Benefits Account Manager, Account Executive

Account Managers, Account Executives

• Partner with Producers to manage assigned client relationships, including client meetings, cross-selling efforts, and renewal strategy
• Act as the primary client contact, providing proactive communication at least quarterly and building relationships with key decision-makers
• Collaborate with Account Assistants to address service needs and resolve carrier or client issues
• Lead the renewal process by coordinating marketing strategy, gathering underwriting materials, and managing timelines 90–120 days prior to renewal
• Prepare and deliver renewal and new business proposals at least 21 days before renewal, including client presentations
• Work with Marketing to identify appropriate markets and secure competitive coverage and pricing
• Complete annual Insurance Coverage Reviews (ICRs) for accounts with $25,000+ in revenue
• Develop and manage client service plans, including stewardship reporting and risk assessments where applicable
• Ensure delivery of all client lifecycle deliverables while consistently meeting or exceeding service expectations