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Relation Insurance Services · 10 hours ago

Senior Account Manager - Commercial Lines

Pleasant Hill, CA

Full-time

Onsite

Mid, Senior Level

$54K/yr - $110K/yr

7+ years exp

Relation Insurance is a leading, innovative company committed to excellence in the insurance market. They are seeking a Senior Account Manager who will serve as the primary business contact for clients, manage accounts, and ensure excellent customer service while developing insurance plans and initiatives.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Responsibilities

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

Qualification

PropertyCasualty LicenseAccount management experienceCommercial lines coverageCPCUCIC DesignationsAnalytical skillsMicrosoft Office proficiencyBilingual (English/Spanish)Presentation skillsWritten communication skillsVerbal communication skillsProject managementTeamwork

Required

A Property and Casualty License from state of domicile is required and must be maintained

High school diploma or equivalent required

7+ years' account management experience in the insurance industry with a focus on commercial 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 commercial 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

Willingness to adhere to all principles of confidentiality

Ability to work independently and as part of a team