Select Assistant Account Specialist

Risk Strategies Company

  • California
  • $23.00-31.25 per hour
  • Permanent
  • Full-time
  • 1 month ago
The Assistant Select Specialist will assist the RS Select Department in supporting day to day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients.Your impact:
  • Building and maintaining constructive and effective relationships with internal and external customers by assisting the Select Specialists and Producers and responding to client/carrier communications as assigned
  • 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 with carriers with consistent carrier contact
  • Participating in the retention of renewal business by supporting the Select Specialists with interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
  • Ensuring the client has continuous and proper coverage by assisting the Select Specialist assigned to the client. This includes but not limited to marketing/rating, spreadsheets, endorsements, audits, recommendations, billing, ID Cards, policy/quote/binder checking, summaries of insurance, certificates and follow ups of outstanding
Successful candidates will have:
  • 1 - 3 years’ experience of Commercial Lines client management experience
  • Valid STATE P&C brokers’ license
  • College degree preferred
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
  • Knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
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 nearly 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.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 $23/hr - $31.25/hr. 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 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: .

Risk Strategies Company