Account Manager, National Accounts

Relation Insurance Services•US CA Remote, CA

8d•$63,000 - $121,000•Onsite

About The Position

The Account Manager, National Accounts, serves as a resource to Relation's largest, most complex clients by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.

Requirements

High School Diploma or equivalent.
A Property and Casualty License from state of domicile is required and must be maintained.
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.

Nice To Haves

Four-year degree preferred.
Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM).

Responsibilities

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.