Account Manager – Commercial Lines
Posted 1hrs ago
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Job Description
Account Manager managing coverage, renewals, claims, and client relationships for Relation Insurance’s small commercial accounts. Advising businesses on complex commercial insurance needs.
Responsibilities:
- 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



















