Account Manager, Private ClientThe Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.Your Impact:Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of businessActively service and retain existing accounts to mitigate client risk and exposureMaintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management systemRespond to client inquiries, service requests and claims issues within established timelinesParticipating in the retention of renewal businessExecute coverage analysis:enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client's acceptance/declination in agency management systemInteract with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activitiesMarket, analyze, negotiate and prepare carrier renewals, including alternative renewal optionsAll other duties assigned by PCS Regional Leader as neededSuccessful Candidates Will Have:5years' Personal Lines client management experienceValid P&C brokers' licenseCollege degree preferredIndustry specific designations preferred- CAPI, CPRIA, CIC or similarProficient in insurance agency management systems:AMS 360, WorkSmart and EPIC preferredExtensive knowledge of Private Client underwriting, coverage and proceduresRisk 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.
Account Manager, Private Client • Green Bay, WI, United States
Foth is a 100% member-owned science and engineering consulting firm headquartered in Wisconsin, with over 85 years of success.Our 750 members across 33 locations are dedicated to solving our client... Show more
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk... Show more
At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.We encourage each individual to follow their own path.People... Show more
Job Opportunity With RDSolutions.The pricing intelligence pioneer, RDSolutions is hiring immediately in your area! Are you retired, want extra income, have extra time on your hands and want to stay... Show more
At ATC, we power possibilities.Every transmission line, substation expansion, renewable energy connection, and grid modernization project begins with securing the right property rights, partnership... Show more
Job SummaryUses sales skills and content knowledge to promote and assist with sales and service activities for Public Sector customers and prospects in a designated Area.Uses a consultative selling... Show more
This role requires the ability to work lawfully in the U.Looking to drive growth and connect small businesses to innovative solutions at Spectrum? As an Account Executive, you will engage directly ... Show more
Cumulus Media is an audio-first media company delivering premium content to a quarter billion people every month wherever and whenever they want it.Cumulus Media engages listeners with high-quality... Show more
Based out of: Green Bay, WI Candidates must reside within close proximity to a major airport.At Milan Laser Hair Removal, every clinic you support is an opportunity to transform lives; helping clie... Show more
The Store Manager is responsible for the sales, profitability, appearance, and overall operations of the store.The position objectives are to show consistent sales growth, ensure store exemplifies ... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Home And Community Based Services Aide.Explore opportunities with Almost Family Personal Care, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwi... Show more
Client Care AssociateLocation:Green Bay, WI (Hybrid)Department:Client CareReports To:Manager of Client CareCompany:Forever, Inc.About FOREVERAt FOREVER, we help families and individuals save, organ... Show more
Home And Community Based Services Aide.Explore opportunities with Almost Family Personal Care, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwi... Show more
Families don't have to be people who live together or are related to one another.They are people who are there for each other, helping to plan together, and looking forward to sharing in each other... Show more
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more
A performance marketing agency is seeking a Senior Account Manager to manage a diverse client portfolio.The role involves leading client meetings, developing digital marketing strategies, and ensur... Show more
Job SummaryUses sales skills and content knowledge to promote and assist with sales and service activities for Public Sector customers and prospects in a designated Area.Uses a consultative selling... Show more
