Assistant Account Manager, Commercial Lines

The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM) 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 to have some client interaction. The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager. Your Impact: • Deliver exceptional day‑to‑day client service, jumping in to support Account Managers with fast, accurate task execution. • Process certificates, Auto ID cards, endorsements, audits, and renewals with precision and speed. • Review and validate policies and quotes, serving as the first quality‑control checkpoint. • Drive workflow accuracy by updating the system of record with clear, complete documentation of all actions and communications. • Support account growth by preparing sharp, professional proposals, renewal packets, and loss summary analyses. • Coordinate essential policy workflows, including generating invoices and ordering loss runs. • Champion corporate initiatives, contributing to a culture of accountability, collaboration, and high performance. • Engage in new business activities and actively support retention goals to help the team win and keep great clients. • Maintain strong compliance habits, following documentation procedures and participating in corrective actions when needed. • Pursue stretch assignments that expand skills, elevate expertise, and fuel long‑term career development. Successful Candidates Will Have: • Entry level position • Proven organizational skills • Ability to follow process and procedures guidance • Analytical and problem-solving abilities • Hold, or willing to obtain, Insurance licenses as required by the role 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.

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