Strategic Commercial Lines Account Manager

Relation Insurance Services of North Carolina; Sacramento (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Paid time off

Job summary

Relation Insurance Inc. is seeking an experienced Account Manager to oversee client relationships, advise on coverage and risk management, and ensure programs align with clients' growth goals.

You will act as the primary contact, coordinate with carriers, and guide renewals and quotations. This role requires a Property and Casualty license, strong analytical and communication skills, and a track record in commercial lines insurance.

Qualifications

• Property and Casualty license required.
• 4+ years account management in insurance, commercial lines preferred.
• Strong analytical and communication abilities.

Responsibilities

• Serve as primary client contact, guiding coverage changes and requirements.
• Develop customized insurance plans aligned with client needs.
• Assist with underwriting and binding coverage with carriers.
• Manage renewals and loss evaluations; ensure timely quotations.
• Prepare proposals, binders, certificates, policies and related documents.

Skills

Analytical skills

Communication skills

Client relationship management

Bilingual Spanish/English

Education

High school diploma

Bachelor's degree preferred

Tools

PowerPoint

Excel

Word

CRM software

Job description

Relation Insurance Inc. is seeking an experienced Account Manager to oversee client relationships, advise on coverage and risk management, and ensure programs align with clients' growth goals.

You will act as the primary contact, coordinate with carriers, and guide renewals and quotations. This role requires a Property and Casualty license, strong analytical and communication skills, and a track record in commercial lines insurance.