Strategic Insurance Account Manager: Growth & Retention

Relation Insurance Services, Inc. - Central; Dallas (TX); On-site; USD 43,000 - 93,000; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off

Employee wellness programs

Job summary

Relation Insurance Services seeks an Account Manager to oversee client relationships, advise on risk management, and align insurance programs with long-term growth goals. You will guide coverage discussions, renewals, and proposals in a fast-paced environment, leveraging technology to enhance service delivery.

Ideal candidates bring a Property & Casualty license, a four-year degree, and at least five years in commercial lines account management.

Qualifications

• Property and Casualty license from the state of domicile is required and must be maintained.
• Four-year degree preferred; strong analytical and mathematical skills expected.
• Excellent written and verbal communications with clients, carriers and colleagues.
• Ability to present and explain complex coverage to clients and prospects.

Responsibilities

• Serves as the main point of contact for clients, addressing inquiries and advising on coverage changes.
• Partner in strategic development of insurance plans tailored to client needs.
• Act as field underwriter and authorized representative to assess and bind coverage.
• Manage renewal remarketing to maintain high account retention rates.
• Prepare client proposals, loss evaluations, risk analyses and quotations.
• Coordinate billing options and produce binders, policies and endorsements.

Skills

Bilingual Spanish/English

Analytical skills

Strong communication

Presentation skills

Education

High school diploma or equivalent

Four-year degree preferred

Property & Casualty license

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Relation Insurance Services seeks an Account Manager to oversee client relationships, advise on risk management, and align insurance programs with long-term growth goals. You will guide coverage discussions, renewals, and proposals in a fast-paced environment, leveraging technology to enhance service delivery.

Ideal candidates bring a Property & Casualty license, a four-year degree, and at least five years in commercial lines account management.