Job Description

The Associate Account Manager (AAM) plays a key role in supporting the Client Service team and gaining hands-on exposure to the insurance brokerage business. This position is ideal for individuals looking to build a strong foundation and grow their career within a fast-paced, client-focused environment. The AAM is responsible for completing specific service and transactional tasks on an assigned book of business under the guidance of the Account Manager, Senior Account Manager, or Account Executive.


This role requires a detail-oriented, process-driven mindset and the ability to manage a high volume of work with accuracy and organization. The AAM is accountable for maintaining data integrity within the service system of record and ensuring documentation is complete and compliant. As skills develop, the AAM will take on stretch assignments and gain increased exposure to client interaction, setting the stage for future career advancement.


The AAM works closely with the Client Service team, taking primary direction from the Senior Account Manager or Account Manager, while learning best practices and building core technical and professional skills.


Your Impact:

  • Support day-to-day client service by issuing certificates and Auto ID cards and assisting with policy-related requests.
  • Review, process, and check policies, endorsements, audits, and quotes for accuracy and completeness.
  • Generate invoice requests and manage loss runs to support renewals and ongoing client needs.
  • Assist with the preparation of proposals, renewal materials, and loss summary analyses.
  • Maintain accurate and up-to-date records in the system of record, documenting all client communications and policy activity.
  • Contribute to new business efforts and support firm-wide client retention goals.
  • Follow established documentation, compliance, and E&O procedures to ensure accuracy and risk mitigation.
  • Engage in corporate initiatives and collaboration efforts that promote accountability, learning, and team success.
  • Take on stretch assignments that build skills, expand knowledge, and support long-term career growth.


Successful Candidates Will Have:

  • Ideal for candidates early in their career in insurance
  • Strong organizational skills with attention to detail
  • Ability to follow established processes and procedures
  • Analytical and problem-solving capabilities
  • Must hold or be willing to obtain required insurance licenses


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:


$44,400 - $70,000 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: www.risk-strategies.com/careers.


Job Details

Role Level: Associate Work Type: Full-Time
Country: India City: Defiance OH
Company Website: http://www.risk-strategies.com Job Function: General Management
Company Industry/
Sector:
Insurance

What We Offer


About the Company

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