Senior Account Manager - Commercial Lines & Client Strategy

Relation Insurance Services; Stockton (CA); On-site; USD 53,000 - 101,000; Full time

Benefits offered by this job

Competitive pay

401K plan

Paid time off

Employee health and wellness program

Job summary

Relation Insurance Services in Stockton, CA seeks an experienced Account Manager to guide client relationships, advise on coverage, risk management, and program alignment with growth goals.

You will partner with carriers, prepare proposals and bind coverage, manage renewals, and support claims processes while staying current on industry developments and offering innovative service solutions.

Qualifications

• Property and Casualty license required
• 5+ years account management experience in insurance
• Bilingual (Spanish/English) a plus in some locations
• Strong presentation and communication skills
• Knowledge of commercial lines of coverage and underwriting procedures

Responsibilities

• Serve as main client contact, guiding coverage changes and policy requirements
• Develop tailored insurance plans for clients
• Act as field underwriter and carrier liaison to bind coverage
• Manage renewals and proposal submissions with risk analyses
• Assist clients with claims coordination and expedited settlements
• Stay updated on industry developments and new products

Skills

Analytical skills

Microsoft Office

Excel

Word

PowerPoint

Communication skills

Bilingual

Insurance knowledge

Travel willingness

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Excel

Word

PowerPoint

CRM software

Job description

Relation Insurance Services in Stockton, CA seeks an experienced Account Manager to guide client relationships, advise on coverage, risk management, and program alignment with growth goals.

You will partner with carriers, prepare proposals and bind coverage, manage renewals, and support claims processes while staying current on industry developments and offering innovative service solutions.