Senior Account Manager - Small Business Insurance Impact

Relation Insurance Services

Belmont (MA)

On-site

USD 54,000 - 102,000

Full time

14 days+

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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

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.

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