Mid-Market Commercial Lines Assistant Account… at Risk… · Guilford

Summary: Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice. The Assistant Account Manager will support a defined book of business by completing key service tasks and ensuring accurate processing of policy transactions while working closely with Account Managers and Senior Account Managers. Responsibilities: - Execute assigned service tasks for a book of business with accuracy and efficiency - Process policy transactions including certificates, endorsements, audits, and invoicing requests - Maintain accurate and up to date documentation within the system of record - Support client deliverables such as proposals, renewal materials, and loss analysis - Perform initial review and quality checks on quotes and policy documents - Contribute to team initiatives, retention efforts, and continuous process improvement Required Qualifications: - Entry level to one plus years of experience in a professional or service environment - Strong organizational skills with the ability to manage a high volume of work - Ability to follow processes and procedures with strong attention to detail - Solid analytical, problem solving, and communication skills - Ability to work effectively in a team and maintain composure under pressure - Insurance license or willingness to obtain as required by the company Required Skills: Insurance license, Policy transaction processing, Data management, Documentation management, Proposal preparation, Renewal materials preparation, Loss analysis, Quality checks on quotes, policy documents, Analytical skills, Composure under pressure