Strategic Insurance Account Manager

Relation Insurance Services; California (MO); On-site; USD 44,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits (401K, PTO, holidays)

Career advancement opportunities

Job summary

Relation Insurance Services is seeking an Account Manager for the Small Business Unit to manage client relationships and provide strategic coverage advice. The role focuses on personal lines, renewals, and risk assessment, coordinating with carriers and clients to optimize coverage and pricing.

The position requires a Property and Casualty license, 5+ years of account management experience, fluency in Spanish/English where applicable, and strong communication and analytical skills.

Qualifications

• Property and Casualty license from domicile required; designations (e.g., AINS, CIC, CPCU, ARM) preferred.
• High School Diploma or equivalent; four-year degree preferred.
• Minimum 5 years account management experience in insurance, personal lines focus.
• Bilingual (Spanish/English) is a plus or required in some locations.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for in-person and teleconference sessions.
• Deep knowledge of advanced personal lines and ability to advise on complex needs.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office; able to learn new software.
• Intermediate to advanced knowledge of insurance markets, products and underwriting.

Responsibilities

• Serves as the main point of contact for clients, guiding coverage changes and policy details.
• Partners in strategic development of insurance plans tailored to client needs.
• Acts as field underwriter and authorized representative to bind coverage.
• Manages remarketing of renewals to sustain high account retention.
• Prepares client proposals, submissions, loss evaluations, and risk analyses with timely quotations.
• Prepares summaries and schedules, producing binders, certificates, and endorsements.
• Assists clients with first reports of claims and coordinates with adjusters for prompt settlements.
• Conducts policy reviews during renewals and audits and communicates discrepancies.
• Reviews cancellations and aims to retain client accounts while protecting revenue.
• Stays informed about industry developments and new products; adopts AI tools in service processes.
• Performs other projects and tasks as assigned.

Skills

Analytical skills

Communication

Presentation skills

Excel

Word

PowerPoint

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

Relation Insurance Services is seeking an Account Manager for the Small Business Unit to manage client relationships and provide strategic coverage advice. The role focuses on personal lines, renewals, and risk assessment, coordinating with carriers and clients to optimize coverage and pricing.

The position requires a Property and Casualty license, 5+ years of account management experience, fluency in Spanish/English where applicable, and strong communication and analytical skills.