Strategic Commercial Lines Account Lead

Relation-Insurance-Services; San Antonio (TX); On-site; USD 66,000 - 124,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits program

401K

Paid time off

Paid holidays

Job summary

Relation Insurance Inc. in San Antonio, TX, seeks a Senior Account Manager to serve as the primary contact for large client accounts and to guide the account team in executing client-specific plans and service timelines.

The role emphasizes building strong client relationships and strategic coverage decisions. The successful candidate will design insurance programs, underwrite when needed, and actively remarket renewals to maintain high retention.

Qualifications

• Property and Casualty License from state of domicile is required and must be maintained.
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
• Four-year degree preferred.
• 7+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required.
• Strong analytical and mathematical skills.
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.
• Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Responsibilities

• Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures.
• Develops professional relationships and understands clients’ core business.
• Manages client expectations and anticipates needs of the client while ensuring service commitments are met.
• Designs insurance plans and acts as field underwriter, binding coverage as needed.
• Strategically remarkets renewals to maintain high account retention.
• Identifies coverage deficiencies and consults 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.
• Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed.
• Proactively communicates significant audit discrepancies to clients and determines further action.
• Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.
• Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client 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 to deliver a best-in-class client service experience

Skills

Account management

Communication

Analytical skills

PowerPoint

Excel

Presentation skills

Microsoft Office

Licensing

Travel ability

Client relations

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

PowerPoint

Excel

Word

Job description

Relation Insurance Inc. in San Antonio, TX, seeks a Senior Account Manager to serve as the primary contact for large client accounts and to guide the account team in executing client-specific plans and service timelines.

The role emphasizes building strong client relationships and strategic coverage decisions. The successful candidate will design insurance programs, underwrite when needed, and actively remarket renewals to maintain high retention.