Account Manager
Website Risk Strategies
At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions.
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 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 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.
To apply for this job please visit www.simplyhired.com.
