Strategic Insurance Account Manager

Relation Insurance Services; Cheshire (CT); On-site; USD 44,000 - 78,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

401K

Paid time off

Job summary

Relation Insurance Services is seeking an Account Manager to manage client relationships, advise on coverage and risk, and align insurance programs with long-term goals. The role emphasizes staying current with industry products and effective client communication.

You will lead renewal strategies, prepare proposals and bind coverage as appropriate, while coordinating with carriers and claims teams. A licensed P&C professional with 5+ years in personal lines is preferred and travel may be

Qualifications

• Property and Casualty License from the state of domicile is required and must be maintained with designation(s).
• High School Diploma or equivalent; four-year degree preferred.
• Minimum 5 years account management experience in the insurance industry with focus on personal lines.
• Bilingual (Spanish/English) is a plus or a must in some locations.
• Strong analytical and mathematical skills; PowerPoint and presentation skills.
• In-depth knowledge of advanced personal lines coverage and underwriting.

Responsibilities

• Serves as main point of contact for clients; guide coverage changes and explain policy exclusions.
• Partner in strategic development of tailored insurance plans for clients.
• Act as field underwriter and authorized representative to assess and bind coverage.
• Strategically manage renewal remarketing to maintain high client retention.
• Prepare client proposals, submissions, loss evaluations, and risk analyses with timely quotations.
• Create binders, certificates, policies, endorsements, and related documents.
• Assist clients with first reports of claims and coordinate with adjusters to expedite settlements.
• Review renewals/audits for accuracy; communicate discrepancies and action steps.
• Travel to client sites as needed with valid driver's license.

Skills

Account management

Client relationship

Sales support

Analytics

PowerPoint

Excel

Word

Communication skills

Bilingual (Spanish/English)

Education

Property and Casualty License

Bachelor's degree (4-year)

Insurance designations (AINS, CIC, CPCU, ARM)

Tools

Microsoft Office

CRM software

Job description

Relation Insurance Services is seeking an Account Manager to manage client relationships, advise on coverage and risk, and align insurance programs with long-term goals. The role emphasizes staying current with industry products and effective client communication.

You will lead renewal strategies, prepare proposals and bind coverage as appropriate, while coordinating with carriers and claims teams. A licensed P&C professional with 5+ years in personal lines is preferred and travel may be