Strategic Commercial Lines Account Manager

Relation Insurance Services of North Carolina, Inc.; Town of Newark (WI); Sur place; USD 53 000 - 101 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Comprehensive benefits including 401K

Employee assistance program

Paid time off

Paid holidays

Résumé du poste

Relation Insurance Services seeks an Account Manager for our Small Business Unit to manage client relationships, advise on coverage, and coordinate complex commercial lines. You will act as a carrier liaison, prepare proposals, and drive renewals with a focus on retention and accuracy.

The role requires a license, strong analytics, and proficient MS Office skills. Travel to client sites may be necessary in some locations; bilingual abilities are a plus.

Qualifications

• Has a Property & Casualty license from domicile and maintains it.
• Insurance designations (e.g. AINS, CIC, CPCU, ARM) preferred.
• Minimum 5 years account management experience in commercial lines.
• Bilingual in Spanish/English is a plus or required in some locations.
• Strong analytical, mathematical, and numerical skills.
• Excellent written and verbal communication abilities.
• Proficient with Microsoft Office, especially Excel & Word.
• Ability to learn new software and adapt to technology.
• Valid driver’s license and ability to travel to client sites.

Responsabilités

• Serve as primary contact for clients; advise on coverage changes and policy terms.
• Develop strategic insurance plans tailored to client needs.
• Act as field underwriter and bind coverage with carriers when appropriate.
• Remarket renewals to achieve high client retention.
• Prepare client proposals, submissions, loss evaluations, and risk analyses.
• Explain billing and invoicing options to clients.
• Prepare binders, certificates, policies, endorsements, and related documents.
• Assist clients with first reports of claims and coordinate with claims team.
• Facilitate carrier responses to expedite settlements.
• Conduct renewals and audits; ensure accuracy and corrections.
• Communicate audit discrepancies and recommend actions.
• Review cancellations and strive to retain client relationships.
• Stay informed on industry developments and new products; recommend process improvements.
• Adopt innovative technology including proprietary AI to enhance service quality.
• Contribute to additional projects and duties as assigned.

Connaissances

Analytical skills

Mathematical skills

Presentation skills

Microsoft Office (Excel & Word)

Communication skills

Computer literacy

Learn new software

Bilingual (Spanish/English)

Driver's license / travel

Formation

High School Diploma or equivalent

Bachelor's degree preferred

Outils

PowerPoint

Excel

Word

Description du poste

Relation Insurance Services seeks an Account Manager for our Small Business Unit to manage client relationships, advise on coverage, and coordinate complex commercial lines. You will act as a carrier liaison, prepare proposals, and drive renewals with a focus on retention and accuracy.

The role requires a license, strong analytics, and proficient MS Office skills. Travel to client sites may be necessary in some locations; bilingual abilities are a plus.