Strategic Insurance Account Manager - Small Business

Relation Insurance Services; Rosemont (IL); Sur place; USD 43 000 - 93 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Health and wellness programs

401K

Employee assistance programs

Paid time off

Paid holidays

Résumé du poste

Relation Insurance Inc. is seeking an Account Manager, Small Business Unit, to manage client relationships for small commercial accounts in the Illinois market.

You will advise on coverage, risk management, and program alignment with client goals, acting as a liaison with carriers and internal teams. You will lead in plan development, renewals, proposals, and claims coordination, while leveraging AI tools and advanced analytics to improve service and retention.

Qualifications

• Property and Casualty License from state of domicile is required and must be maintained.
• High School Diploma or equivalent. Four-year degree preferred.
• Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage.
• Bilingual (Spanish/English) a plus or a must in some locations.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.
• Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.
• Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Responsabilités

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures.
• Partners in the strategic development of insurance plans tailored to client needs.
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.
• Strategically manages the remarketing of renewals to ensure high account retention rates.
• Oversee the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options.
• Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.
• Assist clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates prompt response from carriers and their staff in order to expedite claim settlements.
• Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action.
• Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.
• Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.
• Recommend process improvements as needed.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

Connaissances

Analytical skills

Presentation skills

Microsoft Office

Communication skills

Driver’s license

Formation

High School Diploma

Bachelor’s degree preferred

Outils

PowerPoint

Excel

Word

Description du poste

Relation Insurance Inc. is seeking an Account Manager, Small Business Unit, to manage client relationships for small commercial accounts in the Illinois market.

You will advise on coverage, risk management, and program alignment with client goals, acting as a liaison with carriers and internal teams. You will lead in plan development, renewals, proposals, and claims coordination, while leveraging AI tools and advanced analytics to improve service and retention.