Strategic Commercial Lines Account Manager

Relation Insurance Services, Inc. - RISI; Fresno (CA); On-site; USD 53,000 - 101,000; Full time

Benefits offered by this job

Competitive pay

401K and financial benefits

Paid time off and holidays

Employee assistance programs

Job summary

Relation Insurance Services, Inc. - RISI is seeking an Account Manager to manage client relationships, provide strategic advice on coverage and risk management, and align insurance programs with clients' long-term goals.

You will serve as primary client contact, guide coverage changes, support renewals, prepare proposals, and coordinate carrier interactions and claims support. A Property and Casualty license and a 4-year degree are preferred; bilingual Spanish/English is a plus.

Qualifications

• Licensed in Property and Casualty (state of domicile).
• Bachelor’s degree preferred.
• Minimum 5 years of account management experience in the insurance industry with a focus on commercial lines.
• Bilingual Spanish/English a plus in some locations.

Responsibilities

• Serve as the main client contact, addressing inquiries and advising on coverage changes.
• Guide renewals, risk analyses and billing/options for clients.
• Prepare client proposals, submissions, and loss evaluations.
• Coordinate with carriers for quotes, binders, and endorsements.
• Educate clients on policy exclusions and exposures and support claims coordination.

Skills

Client relation

Strategic advising

Bilingual (Spanish/English)

Analytical skills

Communication skills

Presentation skills

Travel willingness

Education

Bachelor’s degree preferred

Property & Casualty License

Tools

Microsoft Excel

Microsoft Word

PowerPoint

CRM software

Job description

Relation Insurance Services, Inc. - RISI is seeking an Account Manager to manage client relationships, provide strategic advice on coverage and risk management, and align insurance programs with clients' long-term goals.

You will serve as primary client contact, guide coverage changes, support renewals, prepare proposals, and coordinate carrier interactions and claims support. A Property and Casualty license and a 4-year degree are preferred; bilingual Spanish/English is a plus.