Location: Philadelphia,PA, USA
Serve as Team Lead on a $1.5M book of business consisting of large real estate accounts. This role includes program negotiation, client engagement, creating proposals/presentations, and triaging/prioritizing daily requests. The ideal candidate will work closely with existing Account Executive in NY to review upcoming renewals, strategize client servicing efforts, and delegate duties. Occasional travel to 2-3 large clients on a semiannual basis will be required.
Primary Responsibilities & Duties:
* Assist in Real Estate Program negotiations, data manipulation in excel, thorough technical review of all program quotes/policies to insure best possible coverage for members
* Establish and develop new carrier relationships
* Work with Philadelphia team on new business coming in from inside and outside sources including submissions, reviewing quotes, proposals, presentations
* Underwrite and review new business in RE program at peak times of the year
* Work with IT on further development of Data base (REDS)
* Assist in RE renewal (quoting and renewing in Data base)
Requirements and Qualifications:
* 5 years+ 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, AMS 360 and Work Smart preferred
* Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting
* Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
* Understanding of marketplace trends and best practices to best meet client needs
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.
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.