Account Manager, Commercial Lines

Account Manager

This is a newly created opportunity for a local professional to join our close knit team in Richardson, TX. The Account Manager position will be support Wallace Specialty Group, offering a comprehensive suite of insurance solutions for dental professionals and their practices. This role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals.

Your Impact:

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
• Leveraging commercial 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
• Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
• Reviewing current policies and providing recommendations regarding placement options. Utilizing coverage checklists and a network of industry contacts to determine appropriate coverage and premiums

Successful Candidate Will Have:

• 3 years minimum experience of Commercial Lines client management experience Preferred
• Valid State P&C brokers' license
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
• Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting 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 5,200 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.