Risk Strategies Company

Account Manager

• Assist in managing client accounts and maintaining strong relationships.
• Support the Account Manager in developing and implementing account strategies.
• Coordinate communication between clients and internal teams to ensure timely project execution.
• Gather and analyze data related to client accounts, providing insights for account planning.
• Help prepare reports, presentations, and materials for client meetings.

Assistant Account Manager

Account Executive

• Responsible for overall Service, Placement and Business Development management on an assigned book of business
• Accountable for business development and retention for any assigned book of house accounts
• Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information
• Review of client contracts as necessary
• Review and communicate with carrier on any Material change to the coverage program
• Understanding and communication of the client’s service expectations
• Escalation point person for the client or any RSC teams in the event of issues
• Cross selling and account rounding on assigned book of house business
• Assist Producers on prospective opportunities
• Participation in written and oral RFP presentations
• Implementation of the “Fewer & Stronger” market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client
• Active engagement in corporate initiatives as required for your role

Commercial Lines Account Executive

• Serve as the primary day-to-day contact for assigned small group employee benefits and individual disability/life clients
• Manage renewals for groups, including gathering census data, preparing renewal comparisons, and supporting plan design discussions
• Coordinate with carriers on quotes, underwriting, enrollments, eligibility updates, billing issues, and plan changes
• Support open enrollment activities including employee materials, carrier coordination, and implementation timelines
• Handle ongoing service needs such as eligibility changes, terminations, new hires, and claims or billing inquiries
• Quote, submit tickets, take applications, and support underwriting process for individual disability and term life policies
• Ensure compliance with applicable regulations including ACA, ERISA, and COBRA
• Maintain accurate documentation and client records in agency management systems
• Partner with producers and internal teams to deliver a seamless client experience
• Identify opportunities to improve processes, enhance service delivery, and support client retention

Employee Benefits Account Manager

Analyst

• File and/or report required policy information into various state websites.
• Complete filing spreadsheets to be used for tax returns and reporting.
• Process tax returns and payments timely to states based on filing calendar.
• Reconcile accounts payable reports to ensure that all policies are accounted for and reported accurately.
• Provide information to internal brokers and policy representatives regarding documentation, filing, and billing requirements.
• Complete surplus lines licensing information forms as needed by the office.

Surplus Lines Payables Analyst

• 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 records.
• Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.

Mid Market – Commercial Lines Account Manager

Claims Specialist

• Receive loss reports from Healthcare Clients and confirm that the claims are filed under the appropriate policy(ies)
• Research policy terms and stipulations to determine coverage applicability and advocate for maximum recovery
• Educate and address questions from Clients regarding claim reporting requirements
• Advocate for the client, maintaining an active diary, transmittal of documentation, follow up calls, and emails to the client and carrier
• Oversee the claims at the carriers to ensure timely investigation, liability determination, litigation and fair resolutions
• Evaluate complex, high-exposure claims and interpret policy wording
• Meet with clients when necessary and taking part in claim meetings, renewals and stewardship meetings
• Vital liaison between Client, insurance carrier, Defense Counsel and other vendors
• Perform Strategic Claim Reviews working in turn with Loss Control and Analytics
• Counsel Clients on cost containment initiatives to reduce total claims, loss ratios, financials, timely file closure rates as well as timely reporting days

Lead Claims Specialist

Accountant

• Prepare and review financial statements and reports for Captives business units
• Oversee month-end and year-end close processes
• Assist with audits and ensure compliance with GAAP
• Support budgeting, forecasting, and financial analysis activities
• Mentor and guide junior accounting staff
• Identify and implement process improvements
• Work directly with Captive leadership located in California, North Carolina, The Bahamas and Cayman Islands

Senior Staff Accountant

• Deliver exceptional client service and support
• Assist with all aspects of day-to-day client interactions
• Collect, analyze, and prepare information for client requests
• Attend client meetings and conference calls
• Work closely with the National Life Practice Service Team

Life Practice Account Manager – Individual Client, Policy Service

• Execute assigned service tasks for a book of business with accuracy and efficiency
• Process policy transactions including certificates, endorsements, audits, and invoicing requests
• Maintain accurate and up to date documentation within the system of record
• Support client deliverables such as proposals, renewal materials, and loss analysis
• Perform initial review and quality checks on quotes and policy documents
• Contribute to team initiatives, retention efforts, and continuous process improvement

Commercial Lines Assistant Account Manager

• Responsible for training all clients on BlueOcean portal, proprietary software of orchestrateHR
• Build relationships with client administrators
• Act as point of contact for questions or urgent issues
• Collaborate with internal orchestrateHR teams to address customers’ needs
• Constant training on system changes/upgrades
• Work closely with the payroll team in India

Client Relationship Manager

• Handle the day-to-day client service requirements on an assigned book of business
• Prepare, issue, and invoice surety bonds
• Respond promptly to client requests for bonds, quotes, and information
• Clarify requirements and timelines and gather needed documentation
• Serve as a primary client contact, routing inquiries to appropriate internal resources when needed
• Keep Account Executive informed of client needs, escalations, and status of open items
• Prepare bonds using internal systems (e.g., Tinubu, Epic) as directed
• Generate invoices and coordinate bond and invoice delivery
• Maintain accurate system documentation and transaction records
• Reconcile premiums/commissions with accounting and resolve discrepancies

Account Manager, Surety Commercial Lines

Project Manager

• Support the implementation and coordination of student health insurance plans for colleges and universities
• Collaborate with internal teams and school administrators to ensure successful plan launches and renewals
• Prepare project documentation, including project updates, meeting notes and agendas
• Develop and help manage client relationships and ensure an excellent experience with implementations
• Tracking and executing post-implementation season improvements and initiatives
• Manage a portfolio of new and renewing client implementation projects
• Ensure compliance with standard operating procedures, quality guidelines, and timelines

Sales

• Identify geographic and market opportunities to expand Brown & Brown’s PCS footprint across Northern California
• Drive organic growth through strategic new business development and collaborative cross-sell efforts
• Partner closely with Commercial Lines, Employee Benefits, Retirement, and Wealth teams to expand share of wallet
• Driving disciplined use of CRM and pipeline analytics to inform growth decisions, hiring priorities, and cross sell opportunities
• Recruit and attract high-caliber PCS producers to support regional growth
• Provide strategic direction and deal support to producers
• Build relationships with high-net-worth individuals, advisors, and centers of influence
• Maintain strong carrier and wholesaler relationships for complex PCS programs

Private Client Sales Leader

Administrative Assistant

• Organize and manage executive calendars, including scheduling meetings and prioritizing appointments.
• Prepare, edit, and proofread correspondence, reports, and presentations.
• Serve as a point of contact for internal and external communications, addressing inquiries and relaying information.
• Assist in project coordination and tracking deadlines for various initiatives.
• Maintain and organize office files, records, and confidential information.

Senior Administrative Assistant

• Identifying geographic, industry, and market opportunities to expand Brown & Brown’s Commercial Lines footprint across Northern California
• Driving organic growth among businesses with increasingly complex risk profiles and expanding insurance needs
• Partnering closely with Employee Benefits, Private Client Services, Retirement, and Wealth teams to expand share of wallet
• Driving disciplined use of CRM and pipeline analytics to inform growth priorities, hiring decisions, and forecasting
• Recruiting and attracting high‑caliber Commercial Lines producers to support regional growth
• Providing strategic direction and deal support to producers
• Serving as a leadership resource as the Commercial Lines practice scales
• Building relationships with commercial clients, advisors, and centers of influence across the region
• Maintaining strong carrier and market relationships to support increasingly complex commercial placements
• Representing Brown & Brown within the Northern California business community
• Clearly conveying strategy, priorities, and expectations to diverse audiences