Senior Insurance Account Leader - Client Growth & Strategy

Relation Insurance Services; Tulsa (OK); In loco; USD 66.000 - 124.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Robust benefits program (health, 401K,

Paid time off and holidays

Descrizione del lavoro

Relation Insurance Services in Tulsa, OK, seeks a Senior Account Manager to be the primary contact for large client accounts. You will guide the account team to execute client-specific plans, design insurance programs, and manage service timelines to deliver measurable value.

This role requires a Property & Casualty license, strong analytical and presentation skills, and the ability to travel. You will nurture client relationships, remarkets renewals, and drive quality service while leveraging

Competenze

• Property and Casualty license required and must be maintained.
• CPCU or CIC designations are a plus.
• Four-year degree preferred; high school diploma required.

Mansioni

• Serves as a client advocate and primary contact for assigned large accounts.
• Develops professional relationships and understands clients’ core business.
• Manages client expectations and anticipates needs.
• Designs insurance plans and binds coverage as needed.
• Strategically remarkets renewals to maintain high account retention.
• Identifies coverage deficiencies and counsels clients to limit exposures.
• Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.
• Produces binders, certificates, policies, and endorsements accurately.
• Ensures timely and accurate policy renewals.
• Facilitates claims reporting and settlement processes.
• Stays informed about industry developments to enhance knowledge and services.
• Recommends process improvements as needed.
• May manage and direct the work of others.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process.

Conoscenze

Client advocacy

Relationship management

Analytical thinking

Presentation skills

Formazione

Property & Casualty license

CPCU designation

CIC designation (preferred)

Bachelor’s degree preferred

Strumenti

Microsoft Office (Excel, PowerPoint, Word)

Descrizione del lavoro

Relation Insurance Services in Tulsa, OK, seeks a Senior Account Manager to be the primary contact for large client accounts. You will guide the account team to execute client-specific plans, design insurance programs, and manage service timelines to deliver measurable value.

This role requires a Property & Casualty license, strong analytical and presentation skills, and the ability to travel. You will nurture client relationships, remarkets renewals, and drive quality service while leveraging