Senior Account Manager - Commercial Lines
Relation Insurance Services, Napa, CA, United States
Who We Are
Relation Insurance is a leading, innovative company committed to excellence and delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on a dynamic culture, a collaborative environment, and a continuous drive for success. We seek exceptional individuals to join our team and contribute to our ongoing growth and prosperity.
What We’re Looking For The Senior Account Manager serves as the primary business contact for the client and acts as the project manager, clearly communicating and collaboratively guiding the account team to execute customer‑specific initiatives that deliver unique value through the execution of client‑specific business plans and service timelines.
Serve as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures.
Develop professional relationships and understand clients’ core business.
Manage client expectations and anticipate needs while ensuring service commitments are met.
Design insurance plans and act as field underwriter, binding coverage as needed.
Strategically remarket renewals to maintain high account retention.
Identify coverage deficiencies and consult clients to limit exposures.
Prepare proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.
Produce binders, certificates, policies, and endorsements accurately.
Ensure timely and accurate policy renewals.
Facilitate claims reporting and settlement processes.
Conduct thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed; proactively communicate significant audit discrepancies to clients.
Review cancellation requests, determine reasons, and attempt to retain client accounts while maintaining the company’s financial integrity.
Stay 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.
Quickly identify and resolve complex client service issues.
May manage and direct the work of others.
Perform other projects, duties, and tasks as assigned.
What Success Looks Like In This Role
Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) designations, a plus.
High school diploma or equivalent required. Four‑year degree preferred.
7+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage.
Strong analytical and mathematical skills.
Excellent PowerPoint and presentation skills for both in‑person and teleconference/webinar sessions.
In‑depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.
Excellent written and verbal communication skills to maintain effective relationships with clients, co‑workers, carriers, vendors, and others.
Advanced skills in Microsoft Office (primarily Excel, PowerPoint, 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.
Self‑managed and responsible for project and time management.
Willingness to adhere to all principles of confidentiality.
Ability to work independently and as part of a team.
Why Choose Relation?
Competitive pay.
Safe and healthy work environment provided by a robust benefit program including family health and wellness programs, 401(k), employee assistance programs, paid time off, paid holidays, and more.
Career advancement and development opportunities.
Equal Employment Opportunity Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Compensation Salary range: $54,000.00 – $110,000.00.
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What We’re Looking For The Senior Account Manager serves as the primary business contact for the client and acts as the project manager, clearly communicating and collaboratively guiding the account team to execute customer‑specific initiatives that deliver unique value through the execution of client‑specific business plans and service timelines.
Serve as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures.
Develop professional relationships and understand clients’ core business.
Manage client expectations and anticipate needs while ensuring service commitments are met.
Design insurance plans and act as field underwriter, binding coverage as needed.
Strategically remarket renewals to maintain high account retention.
Identify coverage deficiencies and consult clients to limit exposures.
Prepare proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.
Produce binders, certificates, policies, and endorsements accurately.
Ensure timely and accurate policy renewals.
Facilitate claims reporting and settlement processes.
Conduct thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed; proactively communicate significant audit discrepancies to clients.
Review cancellation requests, determine reasons, and attempt to retain client accounts while maintaining the company’s financial integrity.
Stay 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.
Quickly identify and resolve complex client service issues.
May manage and direct the work of others.
Perform other projects, duties, and tasks as assigned.
What Success Looks Like In This Role
Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) designations, a plus.
High school diploma or equivalent required. Four‑year degree preferred.
7+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage.
Strong analytical and mathematical skills.
Excellent PowerPoint and presentation skills for both in‑person and teleconference/webinar sessions.
In‑depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.
Excellent written and verbal communication skills to maintain effective relationships with clients, co‑workers, carriers, vendors, and others.
Advanced skills in Microsoft Office (primarily Excel, PowerPoint, 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.
Self‑managed and responsible for project and time management.
Willingness to adhere to all principles of confidentiality.
Ability to work independently and as part of a team.
Why Choose Relation?
Competitive pay.
Safe and healthy work environment provided by a robust benefit program including family health and wellness programs, 401(k), employee assistance programs, paid time off, paid holidays, and more.
Career advancement and development opportunities.
Equal Employment Opportunity Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Compensation Salary range: $54,000.00 – $110,000.00.
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