Account Representative/Account Executive

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our P&C team! This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities.

The Account Representative/Account Executive, Property & Casualty. will provide high quality customer service while assisting in the coordination of services between the client and the insurance company.

WHAT YOU’LL DO:

· Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries.

· Responds directly and promptly to client inquiries and requests

· Ensure policies follow coverages as quoted, proposed and bound.

· Collect client specification data.

· Promptly responds to requests for data and questions from clients, underwriters and internal staff.

· Responsible for new client setup and ongoing client maintenance.

· Complete premium finance agreement requests and creates premium allocations as needed.

· Requests and summarizes loss runs, may process claims and provide client advocacy.

· Meets with clients and team as needed to enhance knowledge of client accounts.

· Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.

· Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.

WHAT YOU’LL NEED:

· 3+ years of similar experience in the insurance industry, preferably on the brokerage side.

· WI P&C insurance license.

· Strong attention to detail and organization skills.

· Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.

· Strong computer skills and is able to utilize Microsoft Office products. AMS360 experience preferred.

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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