Risk Strategies Company

Account Manager

• Manage client relationships and service client insurance needs
• Prepare communication material about the student health insurance plan
• Create and update student health insurance plan websites, including waiver and enrollment forms
• Manage data transfer process between UHP and the client
• Process enrollments, facilitate reconciliations, invoice clients, and coordinate the deposits of premium payments
• Prepares, processes, reviews and monitors various documents such as premiums, policies, claims, applications, changes, etc.
• Answer phone inquiries from medical providers, students, parents and school contacts about benefits, enrollment and other information
• Create and package claim reports, and perform analysis for client
• Collaborate with team members on new projects. Coordinate, develop ideas and formulate presentations
• May need to provide field service, meeting with students and school administrators to explain insurance benefits
• Develop marketing material, update prospect lists, coordinate mass emails

Assistant Account Manager

• Manage daily client service needs for a designated book of business
• Assist with renewal strategy, prepare submissions, proposals, and binding documents
• Serve as the main day‑to‑day contact for client questions, policy changes, certificates, invoices, endorsements, audits, and routine contract review
• Help clients report new claims and provide support on ongoing or large claims
• Set up policies in the system, request invoices, monitor aged receivables, resolve carrier discrepancies, and process refunds when needed
• Work with carrier partners to place renewals in the best markets and support market‑consolidation initiatives
• Maintain documentation to reduce E&O exposure, support retention and new business efforts, participate in audits, and take on stretch projects for career growth

• Serve as the subject matter expert on Health & Welfare Benefits
• Own and grow a personal book of business of approximately $500,000+
• Partner closely with Team Leaders and Account Executives to support strategic initiatives
• Lead proactive day‑to‑day client service
• Identify opportunities to improve client outcomes and team efficiency
• Collaborate with client teams to build project plans, deliver on service goals, and prepare renewals, RFPs
• Oversee workflow and delegation
• Stay ahead of industry trends, legislative changes, and emerging technology

Senior Account Manager, Employee Benefits

• Participating in the retention of renewal business.
• Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products.
• Reviewing current policies and providing recommendations regarding placement options.
• Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums.
• Assisting on document issuance, data entry, and coverage approvals on advertising, television, feature film, documentary, and special event liability insurance programs.
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline.
• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations.
• Leveraging commercial entertainment insurance knowledge and expertise to actively service existing accounts and develop new business opportunities.
• Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly.
• Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact.

Assistant Account Manager

Account Manager

Senior Account Manager, Employee Benefits

Account Manager, Private Equity