Relation Insurance Services

Account Manager – Commercial Lines

Relation Insurance Services

full-time

Posted on:

Location Type: Office

Location: Greensboro • North Carolina • United States

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Salary

💰 $43,000 - $93,000 per year

About the role

  • Manages the overall client relationship by providing strategic advice on coverage, risk management and business needs
  • Ensures that the client's insurance program aligns with long-term goals and growth plans
  • Serves as the main point of contact for the clients
  • Addresses inquiries, providing guidance on appropriate coverage changes and contractual requirements
  • 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
  • Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses
  • Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team
  • Communicates various billing and invoicing options
  • Prepares comprehensive summaries of insurance and schedules
  • Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed
  • 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.

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 required
  • 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 & Tools
Property and Casualty LicenseAINSCICCPCUARMaccount managementanalytical skillsmathematical skillsinsurance ratingsunderwriting procedures
Soft Skills
client relationship managementstrategic advicecommunication skillspresentation skillsproblem-solvingprocess improvementattention to detailbilingual (Spanish/English)team collaborationclient service
Certifications
Property and Casualty LicenseAINSCICCPCUARM