Strategic Commercial Insurance Account Manager

Relation Insurance Services; Irvine (CA); Vor Ort; USD 53.000 - 101.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Benefits package

Paid time off

Zusammenfassung

Relation Insurance Inc. in Irvine, CA is seeking an experienced Account Manager to manage client relationships, advise on coverage and risk, and coordinate renewal strategies for commercial lines.

You will serve as the main contact, prepare proposals, bind coverage with carriers, and ensure accurate quotations while leveraging AI-enabled tools to enhance service quality and retention. A Property and Casualty license is required, plus a four-year degree preferred.

Qualifikationen

• Property and Casualty license required.
• Four-year degree preferred.
• Minimum 5 years account management in insurance.
• Bilingual Spanish/English a plus.
• Strong analytical and mathematical skills.
• Proficient in Microsoft Office (Excel/Word/PowerPoint).

Aufgaben

• Main point of contact for clients; advise on coverage changes.
• Develop strategic insurance plans tailored to client needs.
• Assist with renewals and risk analyses for proposals.
• Coordinate with carriers to bind coverage and issue certificates.

Kenntnisse

Account management

Insurance knowledge

Bilingual Spanish/English

Analytical skills

Communication

Travel

Ausbildung

High school diploma

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Jobbeschreibung

Relation Insurance Inc. in Irvine, CA is seeking an experienced Account Manager to manage client relationships, advise on coverage and risk, and coordinate renewal strategies for commercial lines.

You will serve as the main contact, prepare proposals, bind coverage with carriers, and ensure accurate quotations while leveraging AI-enabled tools to enhance service quality and retention. A Property and Casualty license is required, plus a four-year degree preferred.