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Risk Strategies about 2 years ago
sales🇺🇸usa only
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Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and iniduals to simplify the process of protecting assets, offering benefits and minimizing liability. With a national footprint of over 150 offices and approximately 4000 employees across the US & Canada, we were ranked the 9th Largest Privately Owned Broker in the US last year. Since 2018, we thrive on our passion to be ranked a Best Places to Work by our most important asset, our employees. As we continue to scale, we are seeking a talented Tax Director to join our team.

Primary Responsibilities & Duties:

  • Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
  • Leveraging commercial P&C 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
  • Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums
  • Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
  • Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
  • Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage’s

Requirements

  • 4 - 5 years’ experience of Commercial Lines client management experience
  • Valid P&C brokers’ license
  • College degree preferred
  • Industry specific designations preferred- CISR, ARM or similar
  • Proficient in insurance agency management systems, Epic and Work Smart preferred
  • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting