Senior Insurance Account Manager - Client Strategy & Renewals

Relation Insurance Services, Inc. - Central; Tulsa (OK); On-site; USD 66,000 - 124,000; Full time

Benefits offered by this job

Competitive pay

Health benefits & 401K

Paid time off

Job summary

Relation Insurance Services, Inc. - Central is seeking a Senior Account Manager to serve as the primary contact for major clients, guiding account teams to execute client-specific plans and timelines.

You will design insurance programs, bind coverage, and drive renewals to maintain strong retention while fostering client relationships. The role requires a Property and Casualty license, strong analytical skills, and advanced MS Office capabilities.

Qualifications

• Property and casualty license required and must be maintained.
• 4+ years of account management experience in the insurance industry, commercial lines focus.
• Strong analytical and mathematical skills.
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• Advanced knowledge of insurance markets, products, services, and underwriting procedures.

Responsibilities

• Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions and guiding coverage changes.
• Develops professional relationships and understands clients’ core business.
• Manages client expectations and ensures service commitments are met.
• Designs insurance plans and binds coverage as needed.
• Strategically remarkets renewals to maintain high account retention.
• Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.

Skills

Analytical skills

Presentation skills

Excel proficiency

Client relationship management

Project management

Communication skills

Travel willingness

Education

High school diploma or equivalent

Bachelor’s degree preferred

Property and Casualty License

CPCU/CIC designations (plus)

Tools

PowerPoint

CRM software

Job description

Relation Insurance Services, Inc. - Central is seeking a Senior Account Manager to serve as the primary contact for major clients, guiding account teams to execute client-specific plans and timelines.

You will design insurance programs, bind coverage, and drive renewals to maintain strong retention while fostering client relationships. The role requires a Property and Casualty license, strong analytical skills, and advanced MS Office capabilities.