
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.
🕒 August 10
🏢 Rosemont – Onsite
💵 $44k - $78k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
👻 Ghost score 2%
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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.
• Manage the overall client relationship by providing strategic advice on coverage, risk management, and business needs • Serve as the main point of contact for clients and address inquiries, coverage changes, contractual requirements, policy exclusions, and exposures • Develop insurance plans tailored to client needs • Act as field underwriter and authorized carrier representative 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 carrier responses to expedite claim settlements • Conduct policy reviews during renewals and audits, verify accuracy, and execute corrections • Communicate audit discrepancies and determine follow-up actions • Review cancellation requests and attempt to retain client accounts • Stay informed about insurance 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, into the service process • Perform other assigned projects, duties, and tasks
• Property and Casualty License from state of domicile required and must be maintained • Insurance designations such as AINS, CIC, CPCU, or ARM preferred • High School Diploma or equivalent required • Four-year degree preferred • Minimum 5 years of account management experience in the insurance industry, focused on personal lines coverage • Bilingual Spanish/English is a plus or required in some locations • Strong analytical and mathematical skills • Strong PowerPoint and presentation skills • In-depth understanding of advanced personal lines coverage • Excellent written and verbal communication skills • Proficiency 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 transportation
• 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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