Account Manager

Seeking a dynamic and results-driven Insurance Account Manager/Producer responsible for generating new athletic accident insurance business opportunities and expanding our client base. Primary responsibility will be to develop dialogue and rapport with prospective clients, sell various insurance products, assess client needs, provide tailored solutions to meet their individual requirements and serve as the advocate for the client institution.

This position may have access to sensitive information such as PII and/or PHI.  As such, all Risk Strategies Education Practice employees sign and adhere to RSEP’s Information Security Handbook covering information security policies and procedures.

Primary Duties and Responsibilities:

• Prospect and generate leads to build a strong pipeline of potential clients.
• Conduct thorough assessments of clients' insurance needs and financial situations.
• Educate clients on available insurance products and guide them in selecting appropriate coverage.
• Develop and maintain strong relationships with clients to ensure long-term satisfaction and retention.
• Stay informed about industry trends, regulations, and product changes to provide accurate and up-to-date information to clients.
• Collaborate with underwriters and other team members to negotiate terms and secure competitive quotes.
• Process policy applications, renewals, and endorsements accurately and efficiently.
• Monitor and follow up on outstanding payments and claims to ensure timely resolution.
• Meet or exceed sales targets and key performance indicators.
• Develop strategy to cross-sell various product lines beyond ICS.
• Responsible for the collection of underwriting information for renewals and new business opportunities.

Requirements and Qualifications:

• Bachelor’s Degree preferred.
• Must hold appropriate insurance licenses as required by state regulations.
• Proven experience as an Insurance Producer or in a similar sales role.
• Strong understanding of various insurance products, including life, health, property, and casualty.
• Sales-driven mindset with a demonstrated ability to close deals and achieve revenue goals.
• Proficient in using CRM software and other relevant tools.
• PC proficiency to include Microsoft Word, Excel, PowerPoint, and Outlook.
• Accounting or health insurance experience a plus.

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.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.