Note: The job is a remote job and is open to candidates in USA. Risk Placement Services, Inc. supports clients through insurance placement and related services. The Account Manager Associate supports the Ancillary Benefits team by coordinating proposals, renewals, policy documentation, and service activities while maintaining strong relationships with carriers, brokers, and internal teams.
Responsibilities
- Partner with Account Managers and Account Executives to help support and manage an assigned book of business, contributing to new business, renewals, and ongoing service in a collaborative, client-focused environment
- Coordinate Ancillary RFP opportunities from receipt through completion, ensuring materials are prepared, marketed to carrier partners, tracked, and returned to broker partners within established timelines
- Serve as a key point of contact between carriers, Sales Teams, and broker partners, providing clear communication and consultative support throughout the proposal, underwriting, and new business processes
- Manage and track proposal activity, carrier submissions, and marketing efforts, providing timely status updates and follow-up to drive efficient and accurate outcomes
- Organize and prepare marketing results, renewal materials, and supporting documentation; assist Account Executives with broker deliverables and presentations as needed
- Review, prepare, and submit new business and policy change documentation, ensuring accuracy, completeness, and timely processing through approval
- Partner with Account Managers to process group changes, including terminations, and resolve routine service needs such as billing, claims, and eligibility updates
- Provide renewal and open enrollment support by preparing plan summaries, rate grids, benefit materials, and value-added deliverables for broker partners
- Maintain a working knowledge of ancillary products, carrier offerings, and underwriting requirements to effectively support internal teams and broker partners
- Ensure accurate and up-to-date documentation within internal systems and adhere to service level expectations (SLAs), escalating risks or delays as appropriate
- Build and maintain strong relationships with broker partners and carrier contacts, delivering a high level of service and responsiveness
- Participate in team meetings, client interactions, training, and cross-functional initiatives to support team performance and professional development
- Perform other duties and special projects as assigned
Skills
- Bachelor's degree; no experience required. Strong interpersonal and communication skills with a consistently positive, professional attitude
- Demonstrated problem‑solving ability with strong attention to detail and excellent organizational skills
- Proven ability to manage multiple tasks, adapt to changing priorities, and work effectively in a fast‑paced, matrixed environment
- Proficiency in Microsoft Office, including Word and Excel, along with the ability to learn and navigate new systems and technology efficiently
- Health & Life insurance license required; candidates must hold an active license or be able to obtain one within 90 days of hire
Benefits
- Medical/dental/vision plans, which start from day one
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
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