Senior Account Manager - Personal Lines

Relation Insurance Services; Belmont (MA); On-site; USD 54,000 - 102,000; Full time

Benefits offered by this job

Robust benefits program

Career advancement opportunities

Competitive pay

Job summary

Relation Insurance is seeking a Senior Account Manager for the Small Business Unit who will act as the primary contact for small commercial accounts and guide the account team to deliver client-specific plans on schedule.

You will build relationships, understand clients' strategic priorities, and advise on coverage to minimize exposure while driving renewals and growth. A license is required, with CPCU/CIC a plus, and a college degree preferred.

Qualifications

• Property & casualty license required and maintained.
• 7+ years in the insurance industry focusing on personal lines.
• Strong analytical and mathematical skills.
• Deep knowledge of risk management and loss control.
• Excellent interpersonal and communication abilities.

Responsibilities

• Builds and strengthens client relationships; coordinates with internal resources.
• Understands clients' priorities and risk tolerance; advises accordingly.
• Analyze commercial lines and advise on coverage, exposures, and options.
• Prepare renewal proposals and document submissions for markets.
• Manage client information, applications, and account summaries.
• Adopt innovative technology and AI solutions to enhance service.
• Drive client retention and opportunities for additional coverages.

Skills

Relationship building

Analytical skills

Communication skills

Sales orientation

Time management

Independent & team work

Microsoft Office

Education

Property and Casualty License (state of domicile)

College degree preferred

CPCU or CIC designation a plus

Tools

Excel

PowerPoint

Word

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.

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, Small Business Unit serves as the primary business contact for small commercial accounts, 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, Small Business Unit will build relationships with clients to encourage new and repeat business opportunities.

A GLIMPSE INTO YOUR DAY

• Builds, expands, and solidifies relationships with existing clients and leads appropriate resources to address the client's risk management needs.
• Develops a thorough understanding of clients' business strategic priorities, and comfort level to risk.
• Understands client's deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
• Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.
• Establishes credibility (knowledge/trust) to both internal and external clients.
• Demonstrates technical competency and creates innovative solutions.
• Secures existing business and drives the sale of additional service and coverages.
• Develops and analyzes program and coverage options across lines of business. Presents new business or renewal proposals to client.
• Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets.
• Prepares account summaries, as required.
• Participates in seminars and classes for skill and knowledge development.
• Services Relation Xpress/Small commercial lines accounts according to the Relation "Legendary Service" format.
• Must adhere to pertinent laws, regulations, Relation's compliance practices and external compliance requirements.
• Maintains and updates electronic files.
• Assures policies are accurate and renewed in a timely manner.
• Recommends process improvements as needed.
• 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.
• College degree preferred.
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
• 7+ years' experience in the insurance industry with a focus on Personal lines of coverage is required.
• Strong analytical and mathematical skills.
• In-depth understanding of all aspects of personal lines of coverage.
• In-depth knowledge and understanding of risk management and loss control.
• Outstanding interpersonal and 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, such as online benefit enrollment programs and carrier enrollment sites.
• Exceptional 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.
• Sales Oriented.
• 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.

$54,000.00 - $102,000.00