We are seeking an experienced and dedicated Customer Service Manager to lead and elevate our customer support operations. The ideal candidate will have a proven track record of 10+ years in customer service and a minimum of 5 years in a management role. This person will be responsible for optimizing the customer experience, mentoring a team of service professionals, and developing strategies to ensure exceptional service delivery across all channels.
Your Impact
Lead, mentor, and manage the Customer Service team to achieve high performance and customer satisfaction.
Develop and implement service procedures, policies, and standards.
Monitor and analyze service metrics to drive process improvement and operational efficiency.
Handle complex or escalated customer inquiries or issues, ensuring timely resolution.
Collaborate cross-functionally with internal teams (e.g., Operations, Sales, Product) to resolve issues and improve the customer journey.
Conduct regular coaching, training, and performance evaluations to support team growth and development.
Manage service-related projects and initiatives, including system/process upgrades or new technology implementation.
Prepare and present reports on team performance, customer feedback, and key service KPIs to leadership.
Foster a customer-centric culture rooted in empathy, accountability, and excellence.
Successful Candidate Will Have
10+ years of experience in customer service, with at least 5 years in a management role.
Strong leadership and team development skills.
Excellent communication, problem-solving, and interpersonal abilities.
Data-driven with the ability to interpret reports and apply findings to drive results.
Demonstrated ability to manage change, implement process improvements, and drive team engagement.
Preferred Qualifications:
Experience in benefits administration.
Familiarity with CRM and ticketing systems.
Proven success in managing remote or hybrid teams.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $84,200 - $120,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US 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 has over 100 offices and over 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) 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.
Pay Range:
-
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$84.2k-120k yearly Auto-Apply 60d+ ago
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Captive Treasury Associate
Risk Strategies 4.3
Remote job
The Captive Treasury Associate is responsible for analyzing financial data, preparing reports, and supporting the accounting team in various financial processes. This role includes assisting with month-end close activities, reconciliations, and ensuring compliance with accounting standards.
The Captive Treasury Associate will also provide insights into financial performance and support budgeting and forecasting efforts. Strong analytical skills, attention to detail, and a solid understanding of accounting principles are essential for success in this position.
Your Impact:
Analyze financial data and prepare accurate reports for management.
Assist with month-end close processes and reconciliations.
Ensure compliance with GAAP and internal controls.
Support budgeting and forecasting activities.
Collaborate with team members to improve accounting processes.
Provide insights into financial performance and variances.
Successful Candidates Will Have:
Bachelor's degree in Accounting, Finance, or a related field.
Experience in accounting or financial analysis is preferred.
Basic knowledge of GAAP and accounting principles.
Strong analytical and problem-solving skills.
Proficiency in accounting software and Microsoft Excel.
Physical Demands and Work Environment:
The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations. This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.
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.
Pay Range:
21.35 - 31.25 Hourly
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$48k-106k yearly est. Auto-Apply 60d+ ago
Senior Claims Advocate
Risk Strategies 4.3
Remote job
At Risk Strategies, our Sr. Claims Advocate will handle large & complex client Workers Compensation, Automobile, General Liability, Management Liability and Property insurance claim matters for clients.
Your Impact:
The handling to conclusion of insurance claims presented by RSC clients and/or as assigned by Claims Practice Leader. Duties include advocating for the client, maintaining an active diary, transmittal of documentation and follow-up correspondence to the client and carrier
Role includes claims submission, review and monitoring of claims and consultative services
Provide information/documentation to adjusters and other company personnel as requested
Handle Account Executive inquiries and provide loss information when necessary
Successful Candidate Will Have:
5-10+ yrs. Commercial Lines claims experience; Valid P&C Broker's license preferred; agency management system knowledge required, AMS 360/Work Smart or EPIC preferred
Proficient computer skills, in particular Microsoft Office suite
Possess excellent client advocacy and negotiation skills
Self-starter, professional and assertive; ability to multi-task and maintain organization in a fast paced, changing environment
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 has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including 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 $75,000.00 - $100,000.00. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Pay Range:
75000 - 100000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$75k-100k yearly Auto-Apply 20d ago
Senior Stop Loss Claims Auditor
Risk Strategies 4.3
Remote job
The Senior Stop Loss Claims Auditor conducts detailed audits of high-complexity claims files to ensure compliance, accuracy, and adherence to company procedures and regulatory requirements.
Your Impact
Perform in-depth claims file reviews for accuracy and compliance.
Document findings and provide recommendations for corrective action.
Identify trends and collaborate with departments to improve claim practices.
Support audit reporting and analytics.
Successful Candidate Will Have
Bachelor's degree preferred; CPCU, AIC, or other insurance certifications a plus.
4 - 6 years of claims or audit experience (specific stop loss or first dollar medical).
Strong understanding of claims handling and insurance regulations.
Analytical, organized, and skilled in Excel/audit systems.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 -$75,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US 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 has over 100 offices and over 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) 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.
Pay Range:
51,800 - 75000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$51.8k-75k yearly Auto-Apply 60d+ ago
Account Representative/Account Executive
Risk Strategies 4.3
Remote job
Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our P&C team! This is an opportunity to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities.
The Account Representative/Account Executive, Property & Casualty. will provide high quality customer service while assisting in the coordination of services between the client and the insurance company.
WHAT YOU'LL DO:
· Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries.
· Responds directly and promptly to client inquiries and requests
· Ensure policies follow coverages as quoted, proposed and bound.
· Collect client specification data.
· Promptly responds to requests for data and questions from clients, underwriters and internal staff.
· Responsible for new client setup and ongoing client maintenance.
· Complete premium finance agreement requests and creates premium allocations as needed.
· Requests and summarizes loss runs, may process claims and provide client advocacy.
· Meets with clients and team as needed to enhance knowledge of client accounts.
· Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.
· Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.
WHAT YOU'LL NEED:
· 3+ years of similar experience in the insurance industry, preferably on the brokerage side.
· WI P&C insurance license.
· Strong attention to detail and organization skills.
· Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.
· Strong computer skills and is able to utilize Microsoft Office products. AMS360 experience preferred.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$33k-42k yearly est. Auto-Apply 19d ago
TPA Information Technician
Risk Strategies 4.3
Remote job
Your Impact
Open, remove staples, identify and prepare mail for scanning by inserting barcodes for all incoming TPA claims mail. Assists in uploading documents into Origami Claims system. Enters medical bill payments and vendor fee charges into the system. Cross Training with Claim Administrator tasks. Assigned special projects as needed. Index, Barcode and scan agency mail. Provide clerical support to the Claim Administrators.
Successful Candidates Will Have
Strong Written and verbal communication skills. Strong organizational skills. Ability to work successfully in a deadline driven environment. Ability to work in the office three days a week. Working knowledge of MS Office Products and Adobe.
This position has no direct supervisory responsibilities however it may act as a team leader for special projects.
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, and photocopiers.
This is largely a sedentary role; however, standing to scan documents is part of the process. No expected heavy lifting would be required.
Position Type/Expected Hours of Work
This is a part-time position. The organization has flexible start times. Evening and weekend work may be required as job duties demand.
Travel
This position may require some local travel.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Physical requirements of the position are subject to modification to reasonably accommodate individuals with disabilities. Thomas McGee is an Equal Opportunity Employer.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$35k-52k yearly est. Auto-Apply 60d+ ago
Senior Account Executive, Commercial Lines
Risk Strategies 4.3
Remote job
The primary role of the Senior Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business development and retention for the house book of business.
The SAE is responsible for a more complex book of business, based on industry specialty, account revenue size and/or coverage complexity, such as loss sensitive programs, large deductibles, captives or shared and layered programs. Responsible for placement strategy they will be implementing the "Fewer & Stronger" market consolidation initiative as they make decisions on behalf of the client for which markets to approach and place coverage. The ability to negotiate the best terms and conditions for the client is imperative.
The SAE must be active in client specific direction to the assigned team to ensure we meet the needed outcome for the client, for RSC E&O mitigation and sustainability of the service model.
Your Impact:
Client management:
Responsible for overall Service, Placement and Business Development management on an assigned book of business
Accountable for business development and retention for any assigned book of house accounts
Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information
Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client
Debrief of proposal presentation sent to the client
Create binding instruction recap to team
Drafting stewardship reports in a timely fashion as agreed upon by the client
Provide oversight and direction for Loss control services and claims management
Day to Day Client Service:
Review of client contracts as necessary
Review and communicate with carrier on any Material change to the coverage program
Understanding and communication of the client's service expectations
Escalation point person for the client or any RSC teams in the event of issues
New Business
Cross selling and account rounding on assigned book of house business
Assist Producers on prospective opportunities
Participation in written and oral RFP presentations
Successful Candidates Will Have:
7+ Years of experience in a Property & Casualty brokerage environment
Deep technical knowledge of Property & Casualty business
Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
Hold Insurance licenses as required by the Company
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$73k-102k yearly est. Auto-Apply 53d ago
Sr. Account Manager, Employee Benefits
Risk Strategies 4.3
Remote job
Your Impact
The Mid-Market Senior Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Senior Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Senior Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Senior Account Manager is responsible for revenue growth - client expansion - on their personal book of business.
The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.
Successful Candidates Will Have
Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
Manage a personal book of business of approximately $500,000 - $1,000,000+
Support Team Leader and/or Account Executive(s), as assigned
Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary
Actively seek improvements to client service and efficiencies within teams by identifying improved processes
Works with the client team to develop project plans and deliver on service goals
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions
Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations
Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., Forms 5500, policy review, monthly carrier reporting, etc
Requirements and Qualifications
Life, Accident and Health Insurance License required
BA/BS preferred
4 - 7+ years of health & welfare experience, meets, or exceeds, majority of core practice competency-based skills
Client-facing experience in the employee benefit industry a plus
Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
Physical Demands and Work Environment
While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$72k-94k yearly est. Auto-Apply 60d+ ago
Benefits Coordinator
Risk Strategies 4.3
Remote job
The Small Group Benefit Coordinator assists in all aspects of day-to-day client management as directed by members of the team. The Benefit Coordinator supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client's needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation.
The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.
Primary Responsibilities and Duties
Benefit Coordinator does not directly manage any clients
Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed
Fully support the Team Leader and Account Managers
Assists in the project management of all assigned clients
Participates, as appropriate, on client conference calls with team members
Direct interaction with clients on day to day questions
Attends vendor meetings and participates in internal and external training(s)
Responsible for managing components of project (tasks)
Accountable for assigned work product
Accountable for meeting internal deadlines
Proactively conducts research and produces financial analytics via collection, analysis and interpretation of data for client deliverables
Ensures accuracy of preliminary proposals and develops summary spreadsheets, as needed
Develops and assists in any marketing efforts, including follow-up with insurance carriers
Reviews SPDs/contracts for technical accuracy
Researches health and welfare compliance questions as necessary; works with the support of client team and other internal resources
Accountability to team for assisting in updating client information within various tracking tools, e.g. BenefitPoint, AMS, etc
Requirements and Qualifications
BA/BS preferred
0 - 3+ years of health & welfare experience, meets majority of core practice competency-based skills
Resourceful, proactive self-starter with the ability to think ahead
Strong business acumen paired with intellectual curiosity
Displays a commitment to professional growth and development; including training and mentoring.
Excellent organizational skills, accuracy, and attention to detail
Capacity to multitask, manage competing priorities with strong time management skills
Develop critical thinking and analytical skills
Ability to express ideas clearly in both written and oral communications
Accepts responsibility and accountability for assigned projects
Strong client service orientation and ability to respond to all communications effectively and in a timely manner
Ability to work at a fast pace, both independently and in a team environment
Strong Microsoft Excel, Word and PowerPoint skills
Life, Accident and Health Insurance License within the first 90 days of employment
Physical Demands and Work Environment
While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
Pay Range:
$17.79 - 22.00 Hourly
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$17.8-22 hourly Auto-Apply 5d ago
Senior Private Client Placement Lead
Risk Strategies 4.3
Remote job
The Senior Placement Lead is a senior-level role within the Private Client Services (PCS) team, responsible for overseeing the PCS Marketing Specialists and driving strategic placement initiatives. This individual will lead the marketing and quoting of new business, foster strong relationships with underwriters and producers, and ensure alignment with agency goals and carrier expectations. The role combines leadership, mentorship, and hands-on placement expertise to elevate the PCS team's performance and client outcomes.
Your Impact:
Supervise and mentor PCS Marketing Specialists, providing guidance, training, and performance feedback.
Ensure consistency and quality in marketing practices across the team.
Collaborate with PCS Team Leads and Account Managers to align team efforts with business objectives.
Lead the quoting and placement of complex and high-value New Business submissions.
Maintain a personal book of quoting responsibilities while supporting team efforts.
Provide strategic direction on carrier selection and placement strategy.
Cultivate and maintain strong relationships with carrier underwriters and marketing representatives.
Serve as a key liaison between producers and carriers to facilitate successful placements.
Represent PCS in carrier meetings and industry events as needed.
Ensure compliance with internal procedures and documentation standards.
Monitor and report on placement metrics, team performance, and market trends.
Support proposal development and presentation for high-profile clients.
Oversee accurate and timely entry of data into agency management systems (AMS360, WorkSmart, EPIC).
Identify opportunities for process improvement and system optimization.
Successful Candidates Will Have:
5+ years' experience in Private Client insurance marketing or placement
Proven leadership experience or team management in a brokerage or agency setting
Deep knowledge of High-Net-Worth carriers: Chubb, PURE, Berkley One, Vault, PCS Select
Valid P&C broker's license
College degree preferred; industry designations (CAPI, CPRIA, CIC, CISR) strongly preferred
Strong understanding of Private Client underwriting, coverage, and market dynamics
Excellent communication and interpersonal skills, with ability to influence and negotiate
Proficiency in agency management systems and Microsoft Office Suite
Highly organized, detail-oriented, and able to manage multiple priorities under pressure
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 has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Pay Range:
$84,500 - $135,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$84.5k-135k yearly Auto-Apply 46d ago
Sr Vice President - Actuary
Risk Strategies 4.3
Remote job
The Reinsurance division at Risk Strategies is part of the National Healthcare Practice, providing consultative risk management and evaluation services across a full range of individual and group medical and supplemental health products for both private and public-sector clients.
Our team is driven by a passion for client service, emphasizing prompt, courteous support and long-term relationship building. We value clear, consistent communication and have assembled a team of professionals who combine strong technical expertise with exceptional interpersonal skills. Risk Strategies fosters a collaborative, family-oriented culture where teamwork and client satisfaction are paramount.
Your Impact
Client & Program Review and Support (Primary)
Develop proformas and evaluate business plans and new product opportunities for clients/prospects
Support carrier/reinsurer discussions to secure rating and underwriting approvals
Conduct contract reviews and analyze client projections
Perform peer reviews of rate development and prepare reports to track program performance
Provide client-specific analysis to support tailored reinsurance renewal strategies
Monitor and communicate regulatory changes impacting various lines of business and products
Client & Program Analyses (As Needed)
Perform claims, trend, rate, benchmarking, and completion factor analyses
Conduct case reserve and IBNR evaluations, and develop premium/claim triangles
Support actuarial and underwriting projects, including data integration and analysis across systems (e.g., medical and PBM claims)
Provide additional actuarial or underwriting support as needed
Successful Candidate Will Have
10+ years of relevant and progressively responsible actuarial experience
An Associate or Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries
Experience relevant to the responsibilities summarized above, and preferably across a variety of health-related lines of business and products
Self-motivated with the ability to work both independently and with a team
Strong verbal and written communication, problem-solving and analytical skills
Effective time management skills
Ability to apply actuarial concepts and calculations to complex, diverse situations
Advanced technical background with expertise in at least MS Excel, Access and Word
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 of $109,400 - $232,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US 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 has over 100 offices and over 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) 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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$109.4k-232k yearly Auto-Apply 60d+ ago
Account Manager, Commercial Lines
Risk Strategies 4.3
Remote job
The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account.
Your Impact
Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
Obtain loss run or policy documentation directly from a carrier website as needed.
Day to Day Client Service: Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking. Submitting and managing changes to the carrier per the client's request.
Update the system of record to properly reflect conversations, communications and policy documentation. Processing of monthly, quarterly or annually audits and monthly reports as received. Handling contract reviews that are not complex in nature. Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.
Client Accounting Responsibilities: Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing. Responsible for request for invoice on an agency bill policy within the corporate guidelines.
Communication with the Client and Producer when there is an Aged A/R issue. Generate the request to return funds to the client as appropriate. Timely response to accounting when requests for information are made, such as carrier discrepancies, application of cash, etc.
Carrier & Wholesaler Relationships: Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets. Implementation of the “Fewer & Stronger” market consolidation initiative.
Successful Candidates Will Have:
2+ Years of experience in a Property & Casualty brokerage environment. Knowledge of Property & Casualty business.
Hold Insurance licenses as required by the Company
Ability to follow process and procedures guidance.
Analytical and problem-solving abilities.
Ability to display tact and poise under pressure when working through issues.
Good communication, interpersonal, and negotiation skills.
Ability to work efficiently in teams.
Physical Demands and Work Environment:
The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations.
This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$48k-66k yearly est. Auto-Apply 60d+ ago
Financial Analyst-Pharmacy
Risk Strategies 4.3
Remote job
The Team Lead of Benefits Consulting is responsible for guiding a team of benefits consultants, directing them in delivering effective benefits solutions to clients. This role involves analyzing client needs, providing strategic direction, and ensuring high-quality service delivery. The Team Lead will collaborate with cross-functional teams and support business development efforts to enhance client satisfaction and drive growth.
Your Impact
Supervise and mentor a team of benefits consultants, fostering a collaborative and high-performance work environment.
Assess client needs and industry trends to develop tailored benefits strategies.
Ensure compliance with applicable regulations and best practices in benefits administration.
Collaborate with clients to implement and optimize benefits programs that enhance employee engagement.
Serve as a primary point of contact for client inquiries, providing expert guidance and support.
Contribute to business development initiatives by identifying opportunities for expanding services.
Successful Candidate Will Have
Bachelor's degree in Business, Human Resources, or a related field; Master's degree preferred.
2-4 years of experience in benefits consulting or management, with a solid understanding of benefits strategy.
Strong leadership, communication, and interpersonal skills.
Excellent analytical and problem-solving abilities.
Proven ability to build and maintain client relationships.
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $109,400 - $175,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US 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 has over 100 offices and over 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) 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.
Pay Range:
109400 - 175000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$109.4k-175k yearly Auto-Apply 60d+ ago
New England Select Regional Leader
Risk Strategies 4.3
Remote job
The Regional Select Leader plays a key leadership role in shaping the client and employee experience within the Select practice. This position partners closely with internal teams, carriers, and clients to ensure consistent delivery, strong relationships, and operational excellence. You will lead and develop a high performing team, drive best practices, and help advance the broader goals of the Select practice while delivering exceptional service to clients.
This is a hybrid role with one to three days per week in one of our New England offices.
Your Impact:
Lead, supervise, and develop the Select service team with a focus on performance, engagement, and professional growth
Serve as a subject matter expert across commercial P&C lines of coverage and carrier appetite
Partner with leadership to execute Select practice strategy and achieve regional goals
Drive consistent use of workflows, systems, and best practices to support effective client management
Oversee renewals and client strategy conversations to support retention, account rounding, and cross selling
Collaborate with Select business development and carrier partners to align goals and strengthen relationships
Manage the transition of new business into the Select practice and balance team capacity
Identify and lead process improvement initiatives to streamline operations and increase efficiency
Successful Candidate Will Have:
Seven or more years of commercial lines client management experience, with leadership experience preferred
Bachelor's degree preferred
Extensive knowledge of commercial underwriting, coverage analysis, and carrier relationships
Active P&C license
Industry designations such as CIC or ARM preferred
Experience with agency management systems, including AMS three sixty or Work Smart preferred
Effective communication skills with the ability to clearly explain complex insurance concepts
Demonstrated ability to mentor, coach, and develop team members
About Us:
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 has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues
Pay Range:
84,200 - 150,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$38k-96k yearly est. Auto-Apply 11d ago
Account Executive
Risk Strategies 4.3
Remote job
This is a hybrid opportunity and this role requires onsite in-office presence approximately 2 to 3 days per week at our New York, NY office location or any other Risk Strategies office nationwide.
The primary role of the Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business development and retention for the house book of business.
The AE is responsible for a more complex book of business, based on industry specialty, account revenue size and/or coverage complexity, such as loss sensitive programs, large deductibles, captives or shared and layered programs. Responsible for placement strategy they will be implementing the "Fewer & Stronger" market consolidation initiative as they make decisions on behalf of the client for which markets to approach and place coverage. The ability to negotiate the best terms and conditions for the client is imperative.
The AE must be active in client specific direction to the assigned team to ensure we meet the needed outcome for the client, for RSC E&O mitigation and sustainability of the service model.
Your Impact
Responsible for overall Service, Placement and Business Development management on an assigned book of business
Accountable for business development and retention for any assigned book of house accounts
Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information
Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client
Debrief of proposal presentation sent to the client
Create binding instruction recap to team
Drafting stewardship reports in a timely fashion as agreed upon by the client
Provide oversight and direction for Loss control services and claims management
Cross selling and account rounding on assigned book of house business
Successful Candidate Will Have
7+ Years of experience in a Property & Casualty brokerage environment
Deep technical knowledge of Property & Casualty business
Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
Hold P&C Insurance license as required by the Company
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. 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 $64,800 - $120,300 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US 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 has over 100 offices and over 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) 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.
Pay Range:
64800 - 120300 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$64.8k-120.3k yearly Auto-Apply 45d ago
Accounting Analyst
Risk Strategies 4.3
Remote job
The Accounting Analyst is responsible for analyzing financial data, preparing reports, and supporting the accounting team in various financial processes. This role includes assisting with month-end close activities, reconciliations, and ensuring compliance with accounting standards. The Accounting Analyst will also provide insights into financial performance and support budgeting and forecasting efforts. Strong analytical skills, attention to detail, and a solid understanding of accounting principles are essential for success in this position.
Your Impact:
Analyze financial data and prepare accurate reports for management.
Assist with month-end close processes and reconciliations.
Ensure compliance with GAAP and internal controls.
Support budgeting and forecasting activities.
Collaborate with team members to improve accounting processes.
Provide insights into financial performance and variances.
Successful Candidate will have:
Bachelor's degree in Accounting, Finance, or a related field.
Experience in accounting or financial analysis is preferred.
Basic knowledge of GAAP and accounting principles.
Strong analytical and problem-solving skills.
Proficiency in accounting software and Microsoft Excel.
Pay Range:
-
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$51k-69k yearly est. Auto-Apply 28d ago
Sr. Staff Accountant
Risk Strategies 4.3
Remote job
Your Impact:
The Senior Accountant is responsible for managing advanced accounting functions, ensuring the accuracy of financial records, and maintaining compliance with accounting standards. This role involves preparing and reviewing financial statements, overseeing the month-end and year-end close processes, and assisting with audits. The Senior Accountant also provides support for budgeting and forecasting activities and may mentor junior accounting staff. Strong analytical skills, attention to detail, and expertise in accounting principles are essential for success in this position.
Key Responsibilities:
Prepare and review financial statements and reports for accuracy.
Oversee month-end and year-end close processes.
Assist with audits and ensure compliance with GAAP.
Support budgeting, forecasting, and financial analysis activities.
Mentor and guide junior accounting staff.
Identify and implement process improvements.
Successful Candidate will have:
Bachelor's degree in Accounting or Finance.
Proven experience in accounting or finance roles.
Strong knowledge of GAAP and accounting principles.
Excellent analytical, organizational, and communication skills.
Proficiency in accounting software and Microsoft Excel.
Pay Range:
-
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$50k-69k yearly est. Auto-Apply 42d ago
Commercial Lines Account Executive
Risk Strategies 4.3
Remote job
Our Parent Company in Denver, CO is growing and looking to add experienced professionals to our Commercial team! This is a hybrid opportunity (3 days/week in our Denver, CO office) to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact. We are seeking Account Executives at various experience levels, offering the opportunity to grow responsibility and impact based on individual skill set and expertise. For the right individuals, our career opportunities provide the chance to influence client success, build long-term partnerships, and make a meaningful contribution to business growth while taking increasing ownership of a client portfolio over time. Our Commercial Lines Team serves as a trusted advisor to clients, delivering strategic insurance solutions and proactive service support. This role partners closely with Producers and internal teams to manage client relationships, drive retention, support revenue growth, and ensure a seamless renewal experience.
Your Impact:
Partner with Producers to manage assigned client relationships, including client meetings, cross-selling efforts, and renewal strategy
Act as the primary client contact, providing proactive communication at least quarterly and building relationships with key decision-makers
Collaborate with Account Assistants to address service needs and resolve carrier or client issues
Lead the renewal process by coordinating marketing strategy, gathering underwriting materials, and managing timelines 90-120 days prior to renewal
Prepare and deliver renewal and new business proposals at least 21 days before renewal, including client presentations
Work with Marketing to identify appropriate markets and secure competitive coverage and pricing
Complete annual Insurance Coverage Reviews (ICRs) for accounts with $25,000+ in revenue
Develop and manage client service plans, including stewardship reporting and risk assessments where applicable
Ensure delivery of all client lifecycle deliverables while consistently meeting or exceeding service expectations
Successful Candidates Will Have:
Active Insurance Broker license in applicable line of business
Minimum of 5 years of experience in a similar commercial insurance role
Strong written, verbal, and client-facing communication skills
Proficiency in MS Office and agency management systems (AMS360, AMFRS)
Highly organized with the ability to manage multiple priorities effectively
Associate's or Bachelor's degree in a business-related discipline (preferred)
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 has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Pay Range:
$60,000.00 - $100,000.00 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$60k-100k yearly Auto-Apply 33d ago
Commercial Associate Account Manager
Risk Strategies 4.3
Remote job
The primary role of the Associate Account Manager is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments involving some client interaction.
The AAM will work directly with the Client Service team, taking direction primarily from the Senior Account Manager or Account Manager.
**This role will be remote until an office location (Athens area) is established, then the position will be a hybrid schedule of up to three days per week**
Your Impact:
Issuance of renewal of mid-term Certificates or Auto ID cards
Policy, Endorsement and Audit checking and processing
Generate requests for invoices on policies, endorsements, or audits and ordering loss runs
Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
Update the system of record to properly reflect conversations, communications, and policy documentation
Perform the first review for Quote checking
Participate in New Business activity as requested and actively support retention goals
Follow procedures for maintaining documentation to mitigate E&O
Successful Candidates Will Have:
Proven organizational skills
Ability to follow process and procedures guidance
Analytical and problem-solving abilities
Ability to display tact and poise under pressure when working through issues
Good communication
Ability to work efficiently in teams
Hold, or willing to obtain, Insurance licenses as required by the Company
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 has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.
Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is 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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
Our Parent Company in Minneapolis, MN is growing and looking to add experienced professionals to our Employee Benefits team! This is an opportunity to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities.
Role Summary
This role serves as a key relationship owner and strategic partner to clients, responsible for delivering exceptional service while driving retention, growth, and long-term client success. You'll manage day-to-day account activity, lead renewal strategy for health and life coverages, and collaborate closely with internal teams and carrier partners to ensure compliant, high-quality solutions that support clients' business and workforce goals.
Your Impact
Manage and retain a book of employee benefits business while identifying opportunities for growth
Build and maintain strong relationships with clients, carrier partners, and internal stakeholders
Lead renewal processes for health and life coverages, including plan modeling and cost analysis
Respond to client inquiries related to coverage, enrollment, claims, and policy changes
Educate clients and employees on benefits programs, regulatory requirements, and legislative updates
Prepare proposals, presentations, and stewardship reports
Support sales efforts and new client implementations
Document compliance and service activity in the agency management system
Successful Candidates Will have:
Active Health, Accident, and Life Insurance Producer license
5-10+ years of employee benefits or account management experience
Strong knowledge of insurance products, contracts, and state regulations
Proficiency with Microsoft Office and agency management systems
Ability to travel as required in addition to possessing an acceptable driving record and insurance coverage.
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.
Pay Range:
60,000 - 100,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
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: ********************************
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
$37k-49k yearly est. Auto-Apply 33d ago
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