Account Manager

Website Risk Strategies

Risk Strategies was founded in 1997 on the premise that an insurance brokerage could be more – a trusted risk management advisor and partner where a focus on employees and client needs would create value and success.

Full Job Description

  • The Family Office Account Manager will fulfill an integral role in administrating the resources for all Family Office clients and assuming an Account Manager role for a select group of Family Office clients.
  • Primary Marketing contact for insurers for the Family Office niche of business.
  • Occasional travel to regional offices for training.

Primary Responsibilities and Duties:

  • Build and maintain constructive relationships with customers by meeting and exceeding expectations.
  • Actively service/retain existing accounts and develop new business opportunities.
  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly.
  • Schedule Family Office meetings at annual renewal or more frequently to maintain client contact.
  • Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve the agency’s business goals.
  • Keep Producers apprised of client status.
  • Respond to client inquiries, service requests, and claims issues within established timelines.
  • Inform and educate clients regarding coverage, exclusions, and exposures.

Requirements and Qualifications:

  • 3 – 5 years experience in Private Client insurance with a focus on Family Office
  • Valid P&C brokers’ license
  • College degree preferred
  • Industry-specific designations preferred – CISR, ARM, or similar
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred

Pay: $65,000 – $100,000 a year

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