Job Summary: This role will oversee the entire Risk Management AE team for staffing, training and account assignments, etc. while also managing a book of a few of our largest and most complex accounts.

Duties & Responsibilities:

• Lead a team of colleagues in providing coordinated brokerage and services to clients
• Coordination of brokerage teams, risk control, claims, financial lines – essentially making sure all service are delivered and expectations are met.
• Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
• Assist with renewal meetings to present results to established client contacts
• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Participate as needed in Prospect presentation meetings
• Identity and facilitate possible areas for expanded business with existing clients
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Assist in data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Supervise support staff to help manage workflow

Management Duties & Responsibilities:

• Act as a resource for AEs, AAEs and AMs in Risk Management
• Complete annual goal setting, oversight and day to day management of Risk Management service team

Qualifications:

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 15+ years of commercial insurance work experience with large accounts is required
• Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
• Professional in appearance and business conduct with strong customer service