Assistant Account Manager

Risk Strategies

Philadelphia, Pennsylvania

JOB DETAILS
SKILLS
Brokerage, Communication Skills, Consulting, Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Data Analysis, Data Collection, Develop and Maintain Customers, Employee Benefits, Financial Services, Insurance, Marketing, Microsoft Office, Nonprofit, Organizational Skills, Presentation/Verbal Skills, Private Client Services, Project Execution, Project/Program Coordination, Reinsurance, Reporting Skills, Risk, Risk Management, Sales Management, Sales Strategy, Service Delivery, Strategic Planning, Team Player, Time Management
LOCATION
Philadelphia, Pennsylvania
POSTED
30+ days ago

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our Philadelphia, PA office location.

The Assistant Account Manager supports the account management team in managing client accounts and ensuring exceptional service delivery. This role involves assisting in client communications, coordinating project timelines, and gathering data to help develop account strategies. The Assistant Account Manager plays a crucial role in maintaining client satisfaction and contributing to the overall success of the account management function.

Your Impact

  • Assist in managing client accounts and maintaining strong relationships.
  • Support the Account Manager in developing and implementing account strategies.
  • Coordinate communication between clients and internal teams to ensure timely project execution.
  • Gather and analyze data related to client accounts, providing insights for account planning.
  • Help prepare reports, presentations, and materials for client meetings.

Successful Candidate Will Have

  • Bachelor's degree in Business, Marketing, or a related field (preferred).
  • 1-3 years of experience in account management, customer service, or related roles.
  • Strong communication and organizational skills.
  • Ability to work collaboratively in a fast-paced environment.
  • Proficient in Microsoft Office Suite and CRM software.

Risk Strategies is the 9th largest privately held US 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 has over 100 offices and over 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for over five years (2018-2022) 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.

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.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

About the Company

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Risk Strategies