Account Manager – Personal Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Medinah • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $44,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage overall client relationships by providing strategic advice on coverage and risk management
- Serve as the main point of contact for clients, addressing inquiries and providing guidance
- Partner in the strategic development of insurance plans tailored to client needs
- Act as field underwriter and authorized representative of insurance carriers
- Oversee preparation of client proposals, ensuring timely and accurate quotations
- Communicate billing and invoicing options
- Prepare summaries of insurance and related documents to support client needs
- Assist clients in submitting first reports of claims
- Conduct thorough policy reviews during renewals and audits
- Review cancellation requests and attempt to retain client accounts
- Stay informed about industry developments and recommend process improvements
Requirements
- Property and Casualty License from state of domicile required
- High School Diploma or equivalent required
- Four-year degree preferred
- Minimum 5 years account management experience in the insurance industry with a focus on personal lines
- Bilingual (Spanish/English) is a plus or a must
- Strong analytical and mathematical skills
- Strong PowerPoint and presentation skills
- In-depth understanding of advanced personal lines of coverage
- Excellent written and verbal communication skills
- Proficient skills in Microsoft Office (primarily Excel and Word)
- Must have a valid driver’s license and a reliable source of transportation
Benefits
- Competitive pay
- Health and wellness programs
- 401K
- Employee assistance programs
- Paid time off
- Paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementrisk managementpolicy reviewsinsurance proposalsclaims submissionanalytical skillsmathematical skillspresentation skillspersonal lines coverage
Soft skills
client relationship managementcommunication skillsstrategic developmentguidanceprocess improvement
Certifications
Property and Casualty LicenseHigh School DiplomaBachelor's degree