Senior Account Manager - Commercial Lines

Relation Insurance Services, Inc. - Central; Tulsa (OK); On-site; USD 66,000 - 124,000; Full time

Benefits offered by this job

Competitive pay

Health benefits & 401K

Paid time off

Job summary

Relation Insurance Services, Inc. - Central is seeking a Senior Account Manager to serve as the primary contact for major clients, guiding account teams to execute client-specific plans and timelines.

You will design insurance programs, bind coverage, and drive renewals to maintain strong retention while fostering client relationships. The role requires a Property and Casualty license, strong analytical skills, and advanced MS Office capabilities.

Qualifications

• Property and casualty license required and must be maintained.
• 4+ years of account management experience in the insurance industry, commercial lines focus.
• Strong analytical and mathematical skills.
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• Advanced knowledge of insurance markets, products, services, and underwriting procedures.

Responsibilities

• Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions and guiding coverage changes.
• Develops professional relationships and understands clients’ core business.
• Manages client expectations and ensures service commitments are met.
• Designs insurance plans and binds coverage as needed.
• Strategically remarkets renewals to maintain high account retention.
• Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.

Skills

Analytical skills

Presentation skills

Excel proficiency

Client relationship management

Project management

Communication skills

Travel willingness

Education

High school diploma or equivalent

Bachelor’s degree preferred

Property and Casualty License

CPCU/CIC designations (plus)

Tools

PowerPoint

CRM software

Job description

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

The Senior Account Manager serves as the primary business contact for the client and acts as the project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives that deliver unique value through the execution of client-specific business plans and service timelines. This includes developing programs and initiatives that support the client's overall portfolio. The person in this position is expected to consistently provide excellent customer service to assigned large accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.

A GLIMPSE INTO YOUR DAY

• 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.
• 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.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• A Property and Casualty License from state of domicile is required and must be maintained.
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
• High school diploma or equivalent required.
• Four-year degree preferred.
• 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.

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.

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. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. 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.

$66,000.00 - $124,000.00

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.