Senior Account Manager – Commercial Lines

Relation Insurance Services

Senior Account Manager managing large accounts in commercial insurance at Relation Insurance. Building client relationships and leading projects for effective account management while ensuring excellent service delivery.

Posted 5/13/2026full-timeTulare • California • 🇺🇸 United StatesSenior💰 $54,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
Performs other projects, duties, and tasks, as assigned.

Requirements

What you’ll need

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 required
Four-year degree preferred
7+ years’ account management experience in the insurance industry with a focus on commercial 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 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
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementinsurance underwritingrisk analysispolicy renewalclaims reportingcoverage designanalytical skillsmathematical skillscommercial lines of coverageprocess improvement

Soft Skills

client advocacyrelationship managementcommunication skillspresentation skillsproblem-solvingself-managementteam collaborationproject managementtime managementconfidentiality

Certifications

Property and Casualty LicenseCPCUCertified Insurance Counselor (CIC)