Relation Insurance Services · 9 hours ago
Account Executive - Commercial Lines
Stockton, CA
Full-time
Onsite
Mid, Senior Level
$54K/yr - $110K/yr
7+ years expRelation Insurance is a leading, innovative company committed to excellence in the insurance market. They are seeking an Account Executive to manage and develop strategies for insured accounts, build client relationships, and ensure comprehensive coverage for clients' needs.
ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement
Responsibilities
Serves as a client advocate and primary point of contact for assigned accounts, addressing questions, guiding on coverage changes, and educating on exclusions and exposures
Achieves new business sales goals and client retention goals as assigned
Develops professional relationships and understands clients’ core business
Manages client expectations, service commitments, and anticipates client needs
Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures
Identifies commercial lines coverage deficiencies and consults to ensure full coverage
Analyzes accounts based on risk characteristics and exposure
Handles complex accounts and designs strategic insurance plans
Acts as field underwriter, binding coverage as appropriate
Remarkets renewals to ensure high account retention
Prepares proposals, loss evaluations, and risk analyses for accurate quotations
Educates clients on policy coverage and changes
Assists with claims, facilitating prompt carrier responses
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 attempts to retain client accounts while maintaining the company’s financial integrity
Maintains and updates electronic files
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
Performs other projects, duties, and tasks, as assigned
Qualification
Required
A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals with CPCU and/or Certified Insurance Counselor (CIC) Designations
High School Diploma or equivalent. Four-year degree preferred
Minimum 7 years' experience in the insurance industry with a focus on Commercial lines of coverage required
In-depth understanding of all aspects of commercial lines of coverage
In-depth knowledge and understanding of risk management and loss control
Outstanding interpersonal and 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, such as online agency management systems and carrier sites
In-depth 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
Ability to work independently and as part of a team
Preferred
Four-year degree preferred
Benefits
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Company
Relation Insurance Services
Despite our size, Relation feels like a family company. Here, a handshake matters.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-02-21Acquired
Leadership Team
Charissa Hartmann
Chief Financial Officer
Douglas Turk
President, Specialty
Recent News
Mergers & Acquisitions
2025-11-11
2025-08-29
2025-08-26
Company data provided by crunchbase