Account Manager – Commercial Lines

Job not on LinkedIn

🔥 17 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $53k - $101k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 the overall client relationship for small commercial accounts • Provide strategic advice on coverage, risk management and business needs • Serve as the main point of contact for clients and address inquiries • Guide clients on coverage changes, contractual requirements, policy exclusions and exposures • Develop insurance plans tailored to client needs • Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage • Manage renewal remarketing to support high account retention • Oversee client proposals, submissions, loss evaluations, risk analyses, quotations and policies • Communicate billing and invoicing options • Prepare insurance summaries, schedules, binders, certificates, policies and endorsements • Assist clients with first reports of claims and facilitate carrier responses and claim settlements • Conduct policy reviews during renewals and audits, verify accuracy and execute corrections • Review cancellation requests and attempt to retain client accounts • Stay informed about insurance industry developments, products, legislation, coverage options and technology • Recommend process improvements • Adopt proprietary AI solutions and other innovative technology 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 • Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage • Bilingual (Spanish/English) a plus or a must in some locations • Strong analytical and mathematical skills • Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions • In-depth understanding of advanced commercial lines of coverage • Excellent written and verbal communication skills • Proficient in Microsoft Office, primarily Excel and Word • Computer literacy and ability to learn new software applications • Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures • Valid driver's license • Ability to travel to client sites • Reliable source of transportation

🏖️ 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