Account Manager - Personal Lines

Account Manager - Personal Lines

Location : Napa, CA (Remote available)

Find out more about this role by reading the information below, then apply to be considered.

Time Type : Full time

Posted on : 4 Days Ago

Job Requisition ID : JR100196

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients.

As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success.

With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

We are seeking individuals with a strong drive for success, a passion for continuous learning and growth, and the ability to consistently deliver exceptional results to fill the role of Account Manager.

The Account Manager manages client relationships and strategically assists with technical and complex insurance needs to ensure a high level of client retention.

They have full binding authority with various insurance companies and remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.

WHAT YOU'LL BE DOING

• Serve as main point of contact for the client.
• Assist with the strategic design of insurance plans for clients.
• Act as field underwriter and authorized representative of the insurance carriers in order to determine whether or not coverage should be bound.

Bind coverage as appropriate.

• Strategically assist in the remarketing of renewals to ensure a high level of account retention.
• Oversee the preparation of proposals for the client, including, but not limited to submissions, loss evaluations, and risk analysis to ensure timely and accurate quotations and policies.
• Prepare summaries of insurance and schedules. Support client needs by accurately producing binders, certificates, policies, endorsements, and other related items.
• Assure policies are accurate and renewed in a timely manner.
• Assist clients in submitting first reports of claims by obtaining adjusters and / or arranging a visit from a member of the claims team.
• Review policy audits and verify their accuracy.
• Review cancellations and determine reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity.
• Stay abreast of industry information, new products, legislation, coverage, and technology.
• Recommend process improvements as needed.
• Quickly identify and resolve complex client service issues.
• Other duties and projects as assigned.

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

• A Property and Casualty License from state of domicile is required and must be maintained, with preference given to individuals that have insurance designations (e.g. CISR, CIC, CPCU).
• College degree preferred.
• 3-5 years’ account management experience in the insurance industry in personal lines of coverage is required.
• In-depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs.
• Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.
• Must have a valid driver’s license, the ability to travel to client sites, and a reliable source of transportation.
• Excellent written and verbal communication skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.

WHY CHOOSE RELATION?

• 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, and more.
• Career advancement and development opportunities.
• Paid training and continuing education to obtain / maintain your insurance license.

Note : The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment 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 takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs.

A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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