Account Manager, Commercial Lines

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This is a newly created opportunity for a local professional to join our close knit team in Richardson, TX. The Account Manager position will be supporting one of Risk Strategies newest acquisitions, Wallace Specialty Insurance Group, offering a comprehensive suite of insurance solutions for dental professionals and their practices. This role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals.
Primary Responsibilities and Duties:

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
• Leveraging commercial 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
• 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
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
• Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums

Requirements & Qualifications:

• 3 years minimum experience of Commercial Lines client management experience Preferred
• Valid State P&C brokers' license
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
• Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting preferred

Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 150 offices and nearly 5,000 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.
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Risk Strategies Company does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.