Strategic Insurance Account Manager (Small Business)

Relation Insurance Services; New York (NY); Presencial; USD 44 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive pay

Robust benefits program

Career development opportunities

Resumo da oferta

Relation Insurance Services in New York seeks an Account Manager for the Small Business Unit to manage client relationships, advise on coverage and risk management, and tailor insurance plans to client needs.

You will coordinate renewals, prepare proposals, and assist with claims while maintaining strong relationships with carriers and clients. A P&C license and 5+ years in insurance are required; bilingual skills are a plus.

Qualificações

• Property and Casualty License required and to be maintained.
• High school diploma or equivalent; four-year degree preferred.
• Minimum 5 years of account management experience in insurance, personal lines focus.
• Bilingual Spanish/English is a plus or required in some locations.
• Strong analytical and mathematical skills required.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office (Excel and Word).
• Intermediate to advanced knowledge of insurance markets, products and underwriting procedures.
• Must have a valid driver’s license and be able to travel to client sites.

Responsabilidades

• Serve as main client contact, guiding coverage changes and policy requirements.
• Develop insurance plans tailored to client needs.
• Act as field underwriter and representative to bind coverage.
• Manage renewal remarketing to maintain high account retention.
• Prepare client proposals, submissions, loss evaluations, risk analyses and binders.
• Prepare summaries of insurance and schedules; produce policies, endorsements, certificates, and related documents.
• Assist clients with first reports of claims and coordinate with adjusters and carriers.
• Conduct policy renewals and audits; communicate discrepancies to clients and take action.
• Review cancellations to retain clients while protecting company finances.
• Stay informed on industry developments and new products to enhance client service.
• Recommend process improvements and quickly resolve complex client issues.
• Adopt proprietary AI solutions to deliver best-in-class service.

Conhecimentos

Account management

Analytical skills

Communication skills

Travel readiness

Bilingual (Spanish/English)

Formação académica

High School Diploma or equivalent

Bachelor's degree preferred

Property and Casualty License

Ferramentas

PowerPoint

Excel

Word

Descrição da oferta de emprego

Relation Insurance Services in New York seeks an Account Manager for the Small Business Unit to manage client relationships, advise on coverage and risk management, and tailor insurance plans to client needs.

You will coordinate renewals, prepare proposals, and assist with claims while maintaining strong relationships with carriers and clients. A P&C license and 5+ years in insurance are required; bilingual skills are a plus.