Senior Account Manager - Commercial Lines

5 days ago

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $54k - $110k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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Relation Insurance Services

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Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions.

1001 - 5000 employees

Founded 2007

📋 Description

• Serves as client advocate and primary point of contact for assigned large accounts. • Addresses questions, guiding coverage changes, and educating on exclusions and exposures. • Develops professional relationships and understands clients’ core business. • Manages client expectations and anticipates needs while ensuring service commitments are met. • Designs insurance plans and acts as field underwriter, binding coverage as needed. • Strategically remarkets renewals to maintain high account retention. • Identifies coverage deficiencies and consults clients to limit exposures. • Prepares proposals, loss evaluations, and risk analyses. • Produces binders, certificates, policies, and endorsements accurately. • Ensures timely and accurate policy renewals. • Facilitates claims reporting and settlement processes. • Conducts thorough policy reviews during renewals and audits. • Communicates significant audit discrepancies to clients and determines further action. • Reviews cancellation requests, attempting to retain client accounts while maintaining company’s financial integrity. • Stays informed about industry developments, new products, and advancements to enhance knowledge and performance. • Recommends process improvements as needed. • Quickly identifies and resolves complex client service issues.

🎯 Requirements

• Required: Property and Casualty License from state of domicile and must be maintained. • CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus. • High school diploma or equivalent required. • Four-year degree preferred. • 7+ years’ account management experience in the insurance industry with a focus on commercial lines. • Strong analytical and mathematical skills. • Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. • In-depth understanding of all aspects of commercial lines of coverage. • Excellent written and verbal communications skills. • Advanced skills in Microsoft Office (Excel, PowerPoint, Word). • Must be computer literate with the ability to learn new software applications. • Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. • Must have a valid driver’s license and a reliable source of transportation. • Self-managed and responsible for project and time management. • Willingness to adhere to all principles of confidentiality. • Ability to work independently and as part of a team.

🏖️ Benefits

• Competitive pay. • Safe and healthy work environment provided by robust benefit program including family health and wellness programs. • 401K. • Employee assistance programs. • Paid time off. • Paid holidays. • Career advancement and development opportunities.