Senior Account Manager - Commercial Lines

About the position

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. An individual that serves as the primary business contact for the client and is responsible for client satisfaction. The person in this position is expected to consistently provide excellent customer service to assigned large accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, this position will build relationships with clients to encourage new and repeat business opportunities. This individual is expected to project a professional company image through all interactions with clients, insurance carriers, coworkers and others.

Responsibilities

• Serves client advocate and a primary point of contact for assigned large accounts.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business.
• Manages client expectations, service commitments, and anticipates needs of the client.
• Assists with the strategic design of insurance plans for clients without supervision.
• Acts as field underwriter and authorized representative of the insurance carriers in order to determine whether or not coverage should be bound.
• Binds coverage as appropriate.
• Strategically remarkets renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.
• Prepares summaries of insurance and schedules.
• Supports client needs by accurately producing binders, certificates, policies, endorsements and other related items.
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team.
• Facilitates the prompt response from carriers and their staff in an effort to work toward a settlement of all claims.
• Reviews policy audits and verifies their accuracy.
• Confirms necessary corrections between the client and the carrier are executed.
• Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity.
• Recommends process improvements as needed.
• Quickly identifies and resolves complex client service issues.
• May manage the work of others.
• Special projects and other duties as assigned.

Requirements

• A Property and Casualty License from state of domicile is required and must be maintained.
• College degree preferred.
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
• At least 5+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required.
• Excellent 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.
• Advanced skills in Microsoft Office (primarily Excel and Word).
• Must be computer literate with the ability to learn new software applications.
• 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.
• Ability to work independently and as part of a team.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs.
• 401K.
• Employee assistance programs.
• Paid time off.
• Paid holidays.
• Career advancement and development opportunities.