Strategic Insurance Account Manager

Relation Insurance Services Great Lakes, Inc.; Rosemont (IL); On-site; USD 44,000 - 80,000; Full time

Benefits offered by this job

Discretionary annual incentive

Robust benefits package

Travel to client sites

Job summary

Relation Insurance Services Great Lakes, Inc. is seeking an Account Manager to manage client relationships, provide strategic advice on coverage and risk management, and align client programs with growth goals.

You will stay updated on industry developments and collaborate with carriers to secure optimal coverage and pricing. The role emphasizes handling renewals, proposals, and client education, with a focus on service excellence and adopting innovative AI solutions to streamline processes.

Qualifications

• Property and Casualty license from state of domicile required.
• Insurance designations (AINS, CIC, CPCU, ARM) preferred.
• High School Diploma or equivalent; four-year degree preferred.
• Minimum 5 years account management experience in personal lines.
• Bilingual (Spanish/English) is a plus or required in some locations.
• Strong analytical and mathematical skills.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office (Excel, Word).

Responsibilities

• Serve as the main point of contact for clients, addressing inquiries, guidance on coverage changes and contractual requirements, and educating on policy exclusions and exposures.
• Partner in the strategic development of insurance plans tailored to client needs.
• Act as a field underwriter and authorized representative of insurance carriers to assess and bind coverage as appropriate.
• Oversee preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies.
• Review billing and invoicing options.
• Proactively communicate significant audit discrepancies and determine further action.
• Identify and resolve complex client service issues quickly.
• Fully adopt innovative technology, including proprietary AI solutions, into the service process.

Skills

Analytical skills

Presentation skills

Verbal communication

Microsoft Office

Client relationship management

Education

High School Diploma or equivalent

Four-year degree preferred

Tools

PowerPoint

Excel

Word

CRM software

Job description

Relation Insurance Services Great Lakes, Inc. is seeking an Account Manager to manage client relationships, provide strategic advice on coverage and risk management, and align client programs with growth goals.

You will stay updated on industry developments and collaborate with carriers to secure optimal coverage and pricing. The role emphasizes handling renewals, proposals, and client education, with a focus on service excellence and adopting innovative AI solutions to streamline processes.