Account Manager - Commercial Lines

Overview

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. We pride ourselves on a dynamic culture, a collaborative environment, and a continuous drive for success. We are seeking exceptional individuals to join our team and contribute to our ongoing growth and success.

What We're Looking For

The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager stays knowledgeable of advances in the insurance business as well as the types of insurance products available.

A Glimpse Into Your Day

• Serves as the main point of contact for clients, addressing inquiries, guiding coverage changes and contractual requirements, and educating clients on policy exclusions and exposures.
• Partners in the strategic development of insurance plans tailored to client needs.
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.
• Strategically manages the remarketing of renewals to ensure high account retention rates.
• Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies; communicates various billing and invoicing options.
• Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.
• Assists clients in submitting first reports of claims by coordinating with adjusters and arranging visits from claims team members to expedite settlements.
• Conducts policy reviews during renewals and audits, verifies accuracy, and communicates significant discrepancies to clients with recommended actions.
• Reviews cancellation requests, determines reasons, and attempts to retain client accounts while maintaining 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 and resolves complex client service issues promptly.
• Performs other projects, duties, and tasks as assigned.

What Success Looks Like In This Role

Why Choose Relation?

Equal Opportunity

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

The wage range for this role is provided to reflect compensation decisions based on factors including skills, experience, licensure, and other business needs. A discretionary annual incentive program may be available and is subject to program rules and performance.

$43,000.00 - $93,000.00

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