Account Executive – Commercial Lines

Job not on LinkedIn

🔥 18 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $85k - $165k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 2%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 1 day.
• Jobs at this company usually fill in 34 days.

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Relation Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Manage and develop the overall strategy for insured accounts and non-insurance risk transfer techniques, including placement of insurance policies • Provide accurate and responsive management for complex accounts • Provide guidance and mentorship in a team environment • Build and maintain client relationships to encourage new and repeat business opportunities • Serve as client advocate and primary point of contact for assigned accounts • Address questions, guide coverage changes, and educate clients on exclusions and exposures • Achieve assigned client retention goals • Develop professional relationships and understand clients’ core business • Manage client expectations and service commitments while anticipating client needs • Identify coverage deficiencies and consult with clients to ensure full coverage • Analyze accounts based on risk characteristics and exposure • Handle complex accounts and design strategic insurance plans • Act as field underwriter and bind coverage as appropriate • Remarket renewals to ensure high account retention • Prepare proposals, loss evaluations, and risk analyses for accurate quotations • Educate clients on policy coverage and changes • Assist with claims and facilitate prompt carrier responses • Conduct policy reviews during renewals and audits, verify accuracy, and execute corrections • Communicate significant audit discrepancies and determine further action • Review cancellation requests and attempt to retain client accounts while maintaining financial integrity • Maintain and update electronic files • Stay informed about industry developments, products, legislation, coverage options, and technology • Recommend process improvements • Adopt innovative technology, including proprietary AI solutions, into the service process • Perform other assigned projects, duties, and tasks

🎯 Requirements

• A Property and Casualty License from state of domicile is required and must be maintained • High School Diploma or equivalent • Four-year degree preferred • Minimum 7 years’ experience in the insurance industry with a focus on Commercial lines of coverage required • In-depth understanding of all aspects of commercial lines of coverage • In-depth knowledge and understanding of risk management and loss control • Outstanding interpersonal and communications skills • Advanced skills in Microsoft Office, primarily Excel, PowerPoint and Word • Computer literacy and ability to learn new software applications, such as online agency management systems and carrier sites • In-depth knowledge of insurance markets, products, services, insurance ratings and underwriting procedures • Valid driver’s license • Ability to travel to client sites and reliable transportation • Self-managed and responsible for project and time management • Ability to work independently and as part of a team

🏖️ Benefits

• Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program, subject to program rules and individual and organizational performance

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