Strategic Senior Account Manager – Small Business

Relation Insurance, Inc.; Belmont (MA); Vor Ort; USD 54.000 - 102.000; Vollzeit

Benefits dieser Stelle

Competitive pay

401K

Employee assistance programs

Paid time off and holidays

Zusammenfassung

Relation Insurance, Inc. is seeking a Senior Account Manager for Personal Lines in the Belmont/Marblehead area. You will manage large commercial and personal lines relationships, guide the account team, and deliver client-specific business plans and service timelines.

You will analyze risk, present coverage options, and pursue renewal and new business opportunities while maintaining exceptional client service and regulatory compliance.

Qualifikationen

• Property & Casualty License (state of domicile) required
• 7+ years of insurance industry experience with focus on personal lines
• Strong analytical and mathematical skills
• Excellent interpersonal and communication skills
• Proficient in Microsoft Office applications

Aufgaben

• Builds and solidifies relationships with existing clients and leads resources to address risk management needs
• Develops understanding of clients' business priorities and risk profiles
• Presents renewal or new business proposals to clients and gathers information for submissions
• Maintains client files and adheres to compliance requirements
• Utilizes technology and AI tools to improve client service and efficiency

Kenntnisse

Property & Casualty License

College degree

CPCU/CIC

7+ years experience

Analytical skills

Interpersonal skills

Microsoft Office

Driver's license

Sales oriented

Team & independent work

Ausbildung

College degree preferred

CPCU/CIC designation

Tools

Microsoft Excel

PowerPoint

Word

Jobbeschreibung

Relation Insurance, Inc. is seeking a Senior Account Manager for Personal Lines in the Belmont/Marblehead area. You will manage large commercial and personal lines relationships, guide the account team, and deliver client-specific business plans and service timelines.

You will analyze risk, present coverage options, and pursue renewal and new business opportunities while maintaining exceptional client service and regulatory compliance.