Senior Commercial Lines Account Manager

Relation Insurance Services of North Carolina; Fresno (CA); Hybrid; USD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Comprehensive benefits

401K

Paid time off

Zusammenfassung

Relation Insurance Inc. is seeking an Account Manager to manage client relationships, provide strategic coverage advice, and align programs with long-term growth goals. You will work with carriers, manage renewals, and prepare detailed proposals and binders for client needs.

Ideal candidates have 5+ years in account management in insurance, strong analytical skills, and proficiency with Microsoft Office; bilingual Spanish/English is a plus and travel may be required.

Qualifikationen

• State license (Property & Casualty) required and maintained.
• Minimum 5 years account management experience in insurance.
• Bilingual Spanish/English a plus in some locations.
• Strong analytical and mathematical skills.
• Excellent written and verbal communication.
• Proficient in Microsoft Office; able to learn new software.
• Travel with valid driver's license.

Aufgaben

• Serve as the main client contact, guiding coverage changes and requirements.
• Develop insurance plans tailored to client needs.
• Coordinate with carriers to bind coverage.
• Manage renewals and proposals, including loss evaluations.
• Prepare binders, certificates, policies, endorsements, and related documents.
• Assist with first reports of claims and expedite settlements.
• Perform policy reviews during renewals and audits.
• Identify opportunities for process improvements.
• Leverage AI tools to enhance client service.

Kenntnisse

Account management

Insurance knowledge

Communication skills

Bilingual Spanish/English

Ausbildung

High school diploma

Bachelor's degree preferred

Tools

PowerPoint

Microsoft Excel

Microsoft Word

Jobbeschreibung

Relation Insurance Inc. is seeking an Account Manager to manage client relationships, provide strategic coverage advice, and align programs with long-term growth goals. You will work with carriers, manage renewals, and prepare detailed proposals and binders for client needs.

Ideal candidates have 5+ years in account management in insurance, strong analytical skills, and proficiency with Microsoft Office; bilingual Spanish/English is a plus and travel may be required.