Account Manager, National Accounts

Relation Insurance Services

Account Manager serving Relation Insurance's largest clients with strategic insurance solutions and compliance guidance. Focus on client retention and innovative service delivery using technology and best practices.

Posted 6/16/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $63,000 - $121,000 per yearWebsite

About the role

Key responsibilities & impact

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
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, 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
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
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

High School Diploma or equivalent
Four-year degree preferred
A Property and Casualty License from state of domicile is required and must be maintained
Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM)
Minimum of 5 years account management experience in the insurance industry with a focus on complex commercial lines of coverage is required
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
Ability to travel up to 10% of the time as needed
Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

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

Property and Casualty LicenseAINSCICCPCUARMaccount managementanalytical skillsmathematical skillsinsurance ratingsunderwriting procedures

Soft Skills

communication skillspresentation skillsclient serviceproblem-solvingrelationship managementstrategic thinkingprocess improvementattention to detailtime managementadaptability

Certifications

High School DiplomaBachelor's DegreeProperty and Casualty LicenseAINSCICCPCUARM