Now Hiring - Risk Strategies Company, Inc - Assistant Account Manager, Private Client in Burlingame, CA

Full description of the position

We are seeking a detail-oriented and proactive Assistant Account Manager to support our Private Client Account Managers and ensure the efficient operation of our department. This role is vital in delivering high-quality service to our clients by handling a range of insurance-related administrative tasks, providing technical support, and stepping in as a backup to Account Managers when needed. Your Impact: * Assist Account Managers in technical areas to ensure efficient workflow of the department. Backup to Account Manager. Assist members of the department with other insurance-related functions as deemed necessary by Team Leader * Process schedules of insurance, certificates of insurance, Auto ID cards, applications, and change requests under the direction of the Account Managers. Contact underwriters to follow-up on outstanding requests. Assist in the reviewing and processing of renewals. Review cancellation list with Account Executive on a daily basis; advise Accounting department of results and status of payments * Review all renewals in advance for recommendations and/or remarketing * Keep informed of industry developments through review of trade press and by attending company-training meetings on new products * Attend CE classes Successful Candidates Will Have: * 3 years' experience at insurance brokerage in Personal Lines, VIP preferred * Valid P&C brokers' license preferred * Agency management system experience required; AMS 360 knowledge a plus * Excellent verbal and written communication skills * Proficiency in computer applications, esp. Microsoft Office Suite * Exceptional organization and time-management skills 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. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including, for eligible employees, 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 $21.35 - $31.25 per hour + bonus. 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: [please apply online] . Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .