Strategic Account Manager - Small Business (Commercial Lines)

Relation Insurance, Inc.; Charlotte (NC); Hybrid; USD 53,000 - 101,000; Full time

Benefits offered by this job

Competitive pay

401K and benefits program

Health and wellness benefits

Paid time off

Paid holidays

Employee assistance program

Job summary

Relation Insurance Inc. is hiring an Account Manager for the Small Business Unit in Charlotte, NC. You will manage client relationships, advise on coverage and risk, and coordinate renewals and proposals for small commercial accounts.

The role requires a Property and Casualty license, strong analytical skills, and excellent communication. A four-year degree is preferred, with bilingual abilities considered a plus.

Qualifications

• Property and Casualty License required and must be maintained.
• High School Diploma or equivalent; a four-year degree is preferred.
• Strong analytical and mathematical skills with client focus.

Responsibilities

• Serve as the main point of contact for clients and advise on coverage changes.
• Develop insurance plans tailored to client needs and renewals.
• Assist with proposals, risk analyses, and bind coverage as appropriate.
• Prepare summaries, binders, certificates, policies, and endorsements.

Skills

Analytical skills

Mathematical skills

PowerPoint

Presentation skills

Excel

Verbal communication

Written communication

Insurance knowledge

Client relationship management

Education

High School Diploma

Bachelor's degree preferred

Property and Casualty License

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Relation Insurance Inc. is hiring an Account Manager for the Small Business Unit in Charlotte, NC. You will manage client relationships, advise on coverage and risk, and coordinate renewals and proposals for small commercial accounts.

The role requires a Property and Casualty license, strong analytical skills, and excellent communication. A four-year degree is preferred, with bilingual abilities considered a plus.