Strategic Insurance Account Manager

Relation Insurance Services; Hilton Head Island (SC); On-site; USD 43,000 - 93,000; Full time

Benefits offered by this job

Competitive pay

Health & wellness benefits

401(k) plan

Paid time off

Paid holidays

Employee assistance program

Job summary

Relation Insurance Services is seeking an experienced Account Manager to oversee client relationships, provide strategic advice on coverage, risk management, and business needs. This role ensures the client's program aligns with long‑term goals and growth plans.

You will act as the main contact for clients, develop tailored insurance plans, and coordinate with carriers to bind coverage. The position supports renewals, proposals, and risk analyses while incorporating AI tools to enhance service.

Qualifications

• Property and Casualty license required in domicile state.
• High school diploma or equivalent; bachelor's degree preferred.
• Minimum 5 years in insurance account management (commercial lines).
• Bilingual (Spanish/English) a plus or required in some locations.
• Strong analytical and mathematical abilities.
• Proficient with PowerPoint and presentations.
• Strong communication and client relationship skills.
• Proficient in Microsoft Office; ability to learn new software.
• Must have valid driver’s license and ability to travel.

Responsibilities

• Serve as main client contact, advising on coverage changes and policy terms.
• Develop tailored insurance plans and risk management strategies.
• Act as field underwriter and carrier representative to bind coverage.
• Support renewals with remarketing and high account retention.
• Prepare client proposals, submissions, loss evaluations, and risk analyses.
• Advise on billing options and produce binders, certificates, policies.
• Assist in claims with adjusters and carrier response to expedite settlements.
• Review renewals and audits for accuracy and necessary corrections.
• Identify process improvements and adopt AI solutions in service.
• Travel to client sites as needed.

Skills

Analytical skills

Excel

PowerPoint

Communication skills

Commercial lines

Travel readiness

Bilingual English/Spanish

Education

High school diploma

Bachelor's degree preferred

Property & Casualty license

Tools

Microsoft Office

Excel

Word

Job description

Relation Insurance Services is seeking an experienced Account Manager to oversee client relationships, provide strategic advice on coverage, risk management, and business needs. This role ensures the client's program aligns with long‑term goals and growth plans.

You will act as the main contact for clients, develop tailored insurance plans, and coordinate with carriers to bind coverage. The position supports renewals, proposals, and risk analyses while incorporating AI tools to enhance service.