Senior Commercial Lines Account Manager – Strategic Growth

Relation Insurance, Inc.; California; Presencial; USD 53.000 - 101.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

401K

Paid time off

Health benefits

Employee assistance programs

Descripción de la vacante

Relation Insurance, Inc. is seeking an Account Manager for Commercial Lines in California. You will manage client relationships, tailor insurance plans, and guide coverage decisions aligned with client growth.

The role requires strong analytical and communication skills, with experience in renewals, risk analysis, and use of MS Office. Travel to client sites is expected as needed, with a valid driver's license.

Formación

• Account manager drives client relationships and strategic advisory on coverage and risk.
• Ensures client insurance programs align with long-term goals and growth.
• Knowledge of advances in insurance products and market options.
• Licenses and designations are preferred (e.g., AINS, CIC, CPCU, ARM).
• Excellent communication and presentation skills required.

Responsabilidades

• Serve as primary contact for clients, guiding coverage changes and requirements.
• Develop tailored insurance plans and manage renewals and ongoing risk analyses.
• Prepare proposals, binders, certificates, and policy endorsements as needed.
• Support claim processes by coordinating with adjusters and carriers.
• Drive client retention through remarketing and proactive service improvements.
• Travel to client sites as needed with a valid driver's license.

Conocimientos

Account management

Insurance knowledge

Spanish/English bilingual

Analytical skills

PowerPoint presentations

Microsoft Excel

Written and verbal communication

Educación

High school diploma or equivalent

Four-year degree preferred

Herramientas

PowerPoint

Excel

Word

Microsoft Office

Descripción del empleo

Relation Insurance, Inc. is seeking an Account Manager for Commercial Lines in California. You will manage client relationships, tailor insurance plans, and guide coverage decisions aligned with client growth.

The role requires strong analytical and communication skills, with experience in renewals, risk analysis, and use of MS Office. Travel to client sites is expected as needed, with a valid driver's license.