<p>This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 3 days per week at one of our following office locations: Irvine, CA, Burlingame, CA, Santa Rosa, CA, Portland, OR, Dallas, TX.</p> <p>We're seeking an experienced Account Manager who will be responsible for managing daily client service needs for an assigned book of business, working alongside a Producer or Account Executive. The role involves frequent client communication, system updates, and ensuring data integrity while adhering to corporate processes and procedures. As a key member of the client team, the Account Manager also oversees third-party vendors involved with the account.</p> <p>Your Impact:</p> <p>Client Management:</p> <ul> <li> <p>Supports the renewal process at the direction of the Producer or Account Executive by participating in strategy discussions, including market selection, claims reviews, and exposure gathering; assists in drafting exposure data, loss exhibits, submissions, and proposals.</p> </li><li> <p>Manages a renewal book of business, handling submissions, proposals, and binding, while also obtaining loss runs or policy documents from carrier websites as needed.</p> </li></ul> <p>Day to Day Client Service:</p> <ul> <li> <p>Serves as the main point of contact for daily client inquiries and change requests, coordinating with Associate Account Managers or third-party vendors to issue certificates, invoices, and perform policy, endorsement, and audit checks; submits and manages carrier changes per client requests and handles routine contract reviews.</p> </li><li> <p>Maintains accurate system records by documenting communications and policy updates, processes audits and reports as received, and supports claims management by guiding clients through loss reporting and assisting with ongoing large claims.</p> </li></ul> <p>Client Accounting Responsibilities:</p> <ul> <li> <p>Sets up policies in the system of record to accurately reflect billing details and requests invoices for agency bill policies in line with corporate guidelines; communicates with clients and Producers regarding aged A/R issues and initiates fund return requests as needed.</p> </li><li> <p>Responds promptly to accounting inquiries, including carrier discrepancies, cash application, and other billing-related matters to ensure accurate financial processing.</p> </li></ul> <p>Successful Candidates Will Have:</p> <ul> <li> <p>Active California P&C insurance license and 2+ Years of experience in a Property & Casualty brokerage environment</p> </li><li> <p>Knowledge of Property & Casualty business</p> </li><li> <p>Analytical and problem-solving abilities and ability to follow process and procedures</p> </li><li> <p>Ability to display tact and poise under pressure when working through issues</p> </li><li> <p>Good communication, interpersonal, and negotiation skills</p> </li></ul> <p>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.</p> <p>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.</p> <p>At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including, for eligible employees, medical, dental, vision, disability, life, and retirement savings. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800- $78,000 + bonus. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.</p> <p>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.</p> <p>Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.</p>