Strategic Commercial Lines Account Manager

Relation Insurance, Inc.; Dallas (TX); On-site; USD 43,000 - 93,000; Full time

Job summary

Relation Insurance Inc. in Dallas, TX is seeking an Account Manager for Commercial Lines to manage client relationships, advise on coverage, risk management, and align programs with clients' long-term goals.

The role requires a Property and Casualty license, strong analytical and communication skills, and ability to travel. You will work with carriers, prepare proposals, and support renewals.

Qualifications

• Property and Casualty license required with ongoing maintenance.
• Strong analytical and mathematical skills for risk assessment.
• Excellent written and verbal communication abilities.
• Experience in commercial lines of insurance and client advisement.

Responsibilities

• Serve as the main point of contact for clients, guiding coverage changes and contractual requirements.
• Develop insurance plans tailored to client needs and risk profiles.
• Act as field underwriter and bind coverage with carriers when appropriate.
• Strategically manage remarketing of renewals to retain clients.
• Prepare client proposals, loss evaluations, risk analyses, binders, and related documents.
• Assist clients with first reports of claims and coordinate with claims team.
• Review renewals and audits for accuracy; communicate discrepancies to clients.
• Identify process improvements and adopt innovative technology to enhance service.

Skills

Analytical thinking

Verbal communication

Written communication

Presentation skills

Attention to detail

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Excel

PowerPoint

Word

CRM software

Job description

Relation Insurance Inc. in Dallas, TX is seeking an Account Manager for Commercial Lines to manage client relationships, advise on coverage, risk management, and align programs with clients' long-term goals.

The role requires a Property and Casualty license, strong analytical and communication skills, and ability to travel. You will work with carriers, prepare proposals, and support renewals.