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Account Manager – Commercial Lines

Job not on LinkedIn

🔥 13 hours ago

🏄 California, Nevada – Remote

infoinfo

💵 $53k - $101k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

Where this job comes from

Posted on Relation Insurance Services's careers page, not through a job board

First seen by Remote Rocketship 13 hours ago

Still open on Relation Insurance Services's site. Checked 36 minutes ago.

Logo of Relation Insurance Services

Relation Insurance Services

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 by providing strategic advice on coverage, risk management, and business needs • Serve as the main client contact, address inquiries, advise on coverage changes and contractual requirements, and educate clients on policy exclusions and exposures • Partner in developing 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 rates • Oversee client proposals, submissions, loss evaluations, risk analyses, quotations, and policies • Communicate billing and invoicing options • Prepare insurance summaries, schedules, binders, certificates, policies, endorsements, and related documents • Assist clients with first reports of claims and coordinate adjusters or claims team visits • Facilitate prompt carrier responses to expedite claim settlements • 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 • Stay informed about industry developments, products, legislation, coverage options, and technology • Recommend process improvements • Identify and resolve complex client service issues • Adopt innovative technology, including proprietary AI solutions, in 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 required • Four-year degree preferred • Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required • 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 and ability to advise clients concerning complex insurance needs • 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

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