Strategic Insurance Account Executive

Relation Insurance, Inc. - Georgia; Peachtree Corners (GA); On-site; USD 85,000 - 165,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits program

401K

Paid time off

Paid holidays

Employee assistance program

Job summary

Relation Insurance, Inc. in Peachtree Corners, GA seeks an Account Executive to manage and develop strategies for insured accounts and non-insurance risk transfer. You will mentor teammates, build client relationships, and drive new and renewed business while ensuring full coverage and favorable outcomes.

The role requires a Property and Casualty license, 7+ years in commercial lines, and strong communication and MS Office skills. Travel to client sites may be required across the region.

Qualifications

• Property and Casualty License from state of domicile is required and must be maintained.
• CPCU and/or CIC designations preferred.
• High School Diploma or equivalent.
• Four-year degree preferred.
• Minimum 7 years’ experience in the insurance industry with a focus on commercial lines.
• In-depth understanding of all aspects of commercial lines of coverage.
• In-depth knowledge of risk management and loss control.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Advanced skills in Microsoft Office (Excel, PowerPoint and Word).
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
• Self-managed and responsible for project and time management.
• Ability to work independently and as part of a team.

Responsibilities

• Serves as a client advocate and primary point of contact for assigned accounts, addressing questions, guiding on coverage changes, and educating on exclusions and exposures.
• Achieves new business sales goals and client retention goals as assigned.
• Develops professional relationships and understands clients’ core business.
• Manages client expectations, service commitments, and anticipates client needs.
• Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
• Identifies commercial lines coverage deficiencies and consults to ensure full coverage.
• Analyzes accounts based on risk characteristics and exposure.
• Handles complex accounts and designs strategic insurance plans.
• Acts as field underwriter, binding coverage as appropriate.
• Remarkets renewals to ensure high account retention.
• Prepares proposals, loss evaluations, and risk analyses for accurate quotations.
• Educates clients on policy coverage and changes.
• Assists with claims, facilitating prompt carrier responses.
• 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 attempts to retain client accounts while maintaining the company’s financial integrity.
• Maintains and updates electronic files.
• 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.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

Skills

Interpersonal skills

Communication skills

Microsoft Office

Time management

Self-management

Education

High School Diploma or equivalent

Four-year degree preferred

Property and Casualty License

CPCU/CIC designations preferred

Tools

Agency management systems

Carrier sites

Excel

PowerPoint

Word

Job description

Relation Insurance, Inc. in Peachtree Corners, GA seeks an Account Executive to manage and develop strategies for insured accounts and non-insurance risk transfer. You will mentor teammates, build client relationships, and drive new and renewed business while ensuring full coverage and favorable outcomes.

The role requires a Property and Casualty license, 7+ years in commercial lines, and strong communication and MS Office skills. Travel to client sites may be required across the region.