Senior Commercial Lines Account Manager | Client Strategy

Relation Insurance Services, Inc. - RISI; Irvine (CA); On-site; USD 53,000 - 101,000; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off

Health benefits

Job summary

Relation Insurance Services, based in California, seeks an experienced Account Manager to oversee client relationships, advise on coverage and risk management, and tailor insurance plans to client needs. The role emphasizes strategic growth, renewals, and proactive service delivery.

Responsibilities include guiding clients through policy changes, preparing proposals and binders, coordinating claims support, and leveraging AI-enabled tools to enhance outcomes.

Qualifications

• Property and Casualty License required.
• Minimum 5 years account management experience in commercial lines.
• Bilingual (Spanish/English) a plus or a must in some locations.
• Strong analytical and mathematical skills.

Responsibilities

• Serve as the main point of contact for the clients.
• Partners in the strategic development of insurance plans tailored to client needs.
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.
• Strategically manages the remarketing of renewals to ensure high account retention rates.
• Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses.
• Communicates various billing and invoicing options.
• Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team.
• Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.
• 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.
• 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.

Skills

Account management

Client relationship

Analytical skills

PowerPoint

Education

Property and Casualty License

Bachelor's degree

Tools

Excel

Word

PowerPoint

Microsoft Office

Job description

Relation Insurance Services, based in California, seeks an experienced Account Manager to oversee client relationships, advise on coverage and risk management, and tailor insurance plans to client needs. The role emphasizes strategic growth, renewals, and proactive service delivery.

Responsibilities include guiding clients through policy changes, preparing proposals and binders, coordinating claims support, and leveraging AI-enabled tools to enhance outcomes.