Senior Account Manager - Commercial Lines

Relation Insurance Services•San Antonio, TX

1d•$66,000 - $124,000

About The Position

The Senior Account Manager serves as the primary business contact and client advocate for assigned large commercial-lines accounts. The role manages the account team and guides the execution of client-specific initiatives, business plans, and service timelines designed to deliver value and support clients’ overall insurance portfolios. The Senior Account Manager provides excellent customer service, represents client needs within the organization, and builds relationships that encourage new and repeat business. The position involves advising clients on complex insurance needs, designing insurance plans, binding coverage as needed, managing renewals, preparing proposals and risk analyses, and ensuring the accurate production of insurance documents. The Senior Account Manager also facilitates claims, reviews policies and audits, handles cancellation requests, resolves complex service issues, recommends process improvements, and adopts innovative technologies, including proprietary AI solutions, in the service process. The role may include managing and directing the work of others.

Requirements

Maintain a Property and Casualty License from the state of domicile.
High school diploma or equivalent.
At least 7 years of account management experience in the insurance industry, focused on commercial lines.
Strong analytical and mathematical skills.
Excellent PowerPoint and presentation skills for in-person and teleconference or webinar sessions.
In-depth understanding of commercial-lines coverage and ability to advise clients on complex insurance needs.
Excellent written and verbal communication skills for effective relationships with clients, coworkers, carriers, vendors, and others.
Advanced Microsoft Office skills, especially Excel, PowerPoint, and Word; computer literacy and ability to learn new software applications.
Advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures.
Valid driver’s license, ability to travel to client sites, and reliable transportation.
Self-management and responsibility for project and time management.
Willingness to adhere to confidentiality principles.
Ability to work independently and as part of a team.

Nice To Haves

CPCU and/or Certified Insurance Counselor (CIC) designation.
Four-year degree.

Responsibilities

Serve as client advocate and primary contact for assigned large accounts; answer questions, guide coverage changes, and educate clients on exclusions and exposures.
Develop professional relationships with clients and understand their core businesses.
Manage client expectations, anticipate client needs, and ensure service commitments are met.
Design insurance plans and act as a field underwriter, binding coverage as needed.
Strategically remarket renewals to maintain high account retention.
Identify coverage deficiencies and consult with clients to limit exposures.
Prepare proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.
Produce binders, certificates, policies, and endorsements accurately.
Ensure timely and accurate policy renewals.
Facilitate claims reporting and settlement processes.
Review policies during renewals and audits, verify accuracy, ensure necessary corrections, and communicate significant audit discrepancies to clients.
Review cancellation requests, determine reasons, and attempt to retain client accounts while maintaining the company’s financial integrity.
Stay informed about industry developments, products, legislation, coverage options, and technology to improve knowledge, performance, and client service.
Recommend process improvements as needed.
Identify and resolve complex client service issues promptly.
Adopt innovative technology, including proprietary AI solutions, in the service process.
May manage and direct the work of others.
Perform other assigned projects, duties, and tasks.