Relation Insurance Services

Senior Account Manager – Personal Lines

Relation Insurance Services

full-time

Posted on:

Location Type: Office

Location: Charlotte • Illinois • North Carolina • United States

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Salary

💰 $50,000 - $95,000 per year

Job Level

Senior

About the role

  • Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures.
  • Develops professional relationships and understands clients’ core business.
  • Manages client expectations and anticipates needs of the client while ensuring service commitments are met.
  • Designs insurance plans and acts as field underwriter, binding coverage as needed.
  • Strategically remarkets renewals to maintain high account retention.
  • Identifies coverage deficiencies and consults clients to limit exposures.
  • Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.
  • Produces binders, certificates, policies, and endorsements accurately.
  • Ensures timely and accurate policy renewals.
  • Facilitates claims reporting and settlement processes.
  • 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.
  • Recommends process improvements as needed.
  • Quickly identifies and resolves complex client service issues.
  • May manage and direct the work of others.
  • Performs other projects, duties, and tasks, as assigned.

Requirements

  • A 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.
  • Four-year degree preferred.
  • 7+ years’ account management experience in the insurance industry with a focus on personal lines of coverage is required.
  • 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 personal 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, 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.
  • Customer focused, high integrity, excellent work ethic.
  • Willingness to adhere to all principles of confidentiality.
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementinsurance underwritingrisk analysispolicy renewalclaims reportingcoverage designanalytical skillsmathematical skillspresentation skillsMicrosoft Excel
Soft Skills
client advocacyrelationship managementcommunication skillsproblem-solvingproject managementtime managementcustomer focusintegrityself-managementteamwork
Certifications
Property and Casualty LicenseCPCUCertified Insurance Counselor (CIC)