Insurance Account Manager: Client Strategy & Growth

Relation Insurance Services; Salem (VA); On-site; USD 44,000 - 80,000; Full time

Benefits offered by this job

401K

Health benefits

Paid time off

Paid holidays

Employee assistance program

Job summary

Relation Insurance is seeking an Account Manager to manage the overall client relationship and align insurance programs with clients’ long‑term growth goals. You will act as the main contact, tailor plans, support renewals and claims, and stay current on industry changes.

A Property and Casualty license is required; a four‑year degree is preferred. The role requires at least 5 years of account management experience in personal lines, plus strong MS Office skills and the ability to travel.

Qualifications

• Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM).
• High School Diploma or equivalent. Four-year degree preferred.
• Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage is required.
• Bilingual (Spanish/English) is a plus or a must in some locations.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced 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.
• Proficient skills in Microsoft Office (primarily Excel and Word).
• Intermediate to 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.

Responsibilities

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate 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 obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.
• 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.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

Skills

Account management

Bilingual

Strong communication

PowerPoint

Excel

Word

CRM software

Education

Four-year degree preferred

Property and Casualty License (state of domicile)

Tools

PowerPoint

Excel

Word

CRM software

Job description

Relation Insurance is seeking an Account Manager to manage the overall client relationship and align insurance programs with clients’ long‑term growth goals. You will act as the main contact, tailor plans, support renewals and claims, and stay current on industry changes.

A Property and Casualty license is required; a four‑year degree is preferred. The role requires at least 5 years of account management experience in personal lines, plus strong MS Office skills and the ability to travel.