Senior Account Manager - Personal Lines

April 6

🏄 California – Remote

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

💵 $50k - $95k / 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 a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures. • Develops professional relationships and understands clients’ core business. • Manages client expectations and anticipates needs of the client 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, ensuring accurate quotations and policies. • 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, verifying accuracy and ensuring necessary corrections are executed. • Proactively communicates significant audit discrepancies to clients and determines further action. • Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity. • Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. • Recommends process improvements as needed. • Quickly identifies and resolves complex client service issues. • May manage and direct the work of others. • Performs other projects, duties, and tasks, as assigned.

🎯 Requirements

• A Property and Casualty License from state of domicile is required and must be maintained. • CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus. • High School Diploma or equivalent. • Four-year degree preferred. • 7+ years’ account management experience in the insurance industry with a focus on personal lines of coverage is required. • 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 personal lines of coverage with the ability to advise clients concerning their complex insurance needs. • Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and 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, the ability to travel to client sites and a reliable source of transportation. • Self-managed and responsible for project and time management. • Customer focused, high integrity, excellent work ethic. • Willingness to adhere to all principles of confidentiality. • Ability to work independently and as part of a team.

🏖️ Benefits

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