Account Manager
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Fresno • California • 🇺🇸 United States
Visit company websiteSalary
💰 $43,000 - $93,000 per year
Job Level
Mid-LevelSenior
About the role
- Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures
- Partners in the strategic development of insurance plans tailored to client needs
- Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate
- Strategically manages the remarketing of renewals to ensure high account retention rates
- Oversee the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies
- Communicates various billing and invoicing options
- Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs
- Assist clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team
- Facilitates prompt response from carriers and their staff in order to expedite claim settlements
- Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed
- Proactively communicates significant audit discrepancies to clients and determines further action
- Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity
- Stays 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
- Performs other projects, duties, and tasks, as assigned
Requirements
- A Property and Casualty License from state of domicile is required and must be maintained
- Preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM)
- High School Diploma or equivalent
- Four-year degree preferred
- Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required
- Bilingual (Spanish/English) a plus or a must in some locations
- Strong analytical and mathematical skills
- Strong 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
- Proficient skills in Microsoft Office (primarily Excel and Word)
- Must be computer literate with the ability to learn new software applications
- Intermediate to 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Property and Casualty LicenseAINSCICCPCUARMaccount managementanalytical skillsmathematical skillsinsurance ratingsunderwriting procedures
Soft skills
communication skillspresentation skillsrelationship managementprocess improvementanalytical thinkingproblem-solvingclient educationnegotiation skillsattention to detailbilingual (Spanish/English)
Certifications
Property and Casualty LicenseAINSCICCPCUARM