Account Manager – Commercial Lines

Relation Insurance Services

Commercial insurance account manager advising clients on coverage, risk management, and renewals at Relation Insurance. Preparing policies, proposals, claims coordination, and client insurance documentation.

Posted 8/10/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and providing strategic insurance advice, with a strong focus on commercial lines of coverage and risk management. Proficient in developing tailored insurance plans and facilitating effective communication with clients and insurance carriers.

Highest-signal resume keywords

Property And Casualty LicenseAccount Management ExperienceAdvanced Commercial Lines KnowledgeBilingual Spanish/EnglishStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Insurance Policy DevelopmentRisk ManagementLoss EvaluationQuotationsClaims CoordinationPolicy ReviewProcess ImprovementInsurance Ratings KnowledgeUnderwriting ProceduresMathematical Skills

Soft Skills

Excellent Communication SkillsPresentation SkillsClient Relationship ManagementProblem SolvingAttention To Detail

Tools & Technologies

Microsoft OfficeExcelWordProprietary AI Solutions

Certifications & Qualifications

AINSCICCPCUARM

Industry Keywords

Insurance IndustryCommercial LinesClient ProposalsRenewal RemarketingAudit DiscrepanciesInsurance MarketsCoverage OptionsLegislationClient RetentionClaims Settlements

About the role

Key responsibilities & impact

Manage the overall client relationship by providing strategic advice on coverage, risk management, and business needs
Serve as the main point of contact for clients, addressing inquiries and advising on coverage changes and contractual requirements
Educate clients on policy exclusions and exposures
Develop insurance plans tailored to client needs
Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
Manage renewal remarketing to support high account retention
Oversee client proposals, submissions, loss evaluations, risk analyses, quotations, and policies
Communicate billing and invoicing options
Prepare insurance summaries, schedules, binders, certificates, policies, endorsements, and related documents
Assist clients with first reports of claims and coordinate adjusters or claims-team visits
Facilitate prompt carrier responses to expedite claim settlements
Conduct policy reviews during renewals and audits, verify accuracy, and execute corrections
Communicate significant audit discrepancies and determine follow-up actions
Review cancellation requests and attempt to retain client accounts while maintaining financial integrity
Monitor industry developments, products, legislation, coverage options, and technology
Recommend process improvements
Identify and resolve complex client service issues
Adopt innovative technology, including proprietary AI solutions, in the service process
Perform other assigned projects, duties, and tasks

Requirements

What you’ll need

Property and Casualty License from state of domicile required and must be maintained
Insurance designations such as AINS, CIC, CPCU, or ARM preferred
High school diploma or equivalent required
Four-year degree preferred
Minimum 5 years of account management experience in the insurance industry with a focus on commercial lines of coverage required
Bilingual Spanish/English is a plus or required in some locations
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions
In-depth understanding of advanced commercial lines of coverage
Excellent written and verbal communication skills
Proficiency in Microsoft Office, primarily Excel and Word
Computer literacy and ability to learn new software applications
Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures
Valid driver’s license
Ability to travel to client sites
Reliable transportation

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program, subject to program rules and individual and organizational performance