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.

Key Responsibilities:
•Day to Day Client Service:

Complete the following tasks as requested by the Account Manager or Senior Account Manager:Issuance of renewal of mid-term Certificates or Auto ID cardsPolicy checking and processingEndorsement and Audit checking and processingGenerate requests for invoices on policies, endorsements or auditsOrder loss runsProvide support in document preparation, such as Proposals, Renewal Packets, Loss Summary AnalysisUpdate the system of record to properly reflect conversations, communications and policy documentationPerform the first review for Quote checking

•Corporate Citizenship:

Active engagement in corporate initiatives as required for your roleAssist in driving a culture of accountability and collaboration, where great performance is recognizedParticipate in New Business activity as requestedActively support corporate retention goalsFollow procedures for maintaining documentation to mitigate E&OParticipate in any corrective action that have arisen during a local compliance auditEngage in stretch assignments that will further develop their career development

Required Skills & Experience

Entry level positionProven organizational skillsAbility to follow process and procedures guidanceAnalytical and problem-solving abilitiesAbility to display tact and poise under pressure when working through issuesGood communicationAbility to work efficiently in teamsHold, or willing to obtain, Insurance licenses as required by the Company

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.