Strategic Small-Business Insurance Account Manager

Relation Insurance Services, Inc. - RISI; California; Vor Ort; USD 53.000 - 101.000; Vollzeit

Benefits dieser Stelle

401K

Health benefits

Paid time off

Paid holidays

Employee assistance program

Zusammenfassung

Relation Insurance Services, Inc. - RISI is seeking an Account Manager for the Small Business Unit in California. The role focuses on managing client relationships, advising on coverage, risk management, and aligning programs with growth goals.

You will coordinate underwriting, renewals, and client communications to ensure tailored insurance solutions. Qualified candidates bring at least 5 years in account management in commercial lines, a Property and Casualty license, and strong analytical and

Qualifikationen

• Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage.
• Property and Casualty License required and must be maintained.
• Bilingual Spanish/English a plus or required in some locations.
• Strong analytical and mathematical skills; excellent written and verbal communication.

Aufgaben

• Serve as 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 as appropriate.
• Manage renewal remarketing for high client retention.
• Prepare client proposals, submissions, loss evaluations, risk analyses, and quotes.
• Assist clients in submitting first reports of claims and coordinate with claims team.
• Conduct policy reviews during renewals, identify discrepancies and communicate actions.
• Review cancellation requests, retain clients where possible while protecting company financials.
• Stay informed about industry developments and new products to enhance service.
• Adopt innovative technology, including AI solutions, to improve client service.

Kenntnisse

Analytical

Communication

Presentations

Time management

Ausbildung

High School Diploma

Bachelor’s degree or higher

Property and Casualty License

Tools

Excel

PowerPoint

Word

Jobbeschreibung

Relation Insurance Services, Inc. - RISI is seeking an Account Manager for the Small Business Unit in California. The role focuses on managing client relationships, advising on coverage, risk management, and aligning programs with growth goals.

You will coordinate underwriting, renewals, and client communications to ensure tailored insurance solutions. Qualified candidates bring at least 5 years in account management in commercial lines, a Property and Casualty license, and strong analytical and