Senior Account Manager - Commercial Lines

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Description

Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities. 

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!


POSITION SUMMARY

The Senior Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The person in this position is expected to consistently provide excellent customer service to assigned large accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, this position will build relationships with clients to encourage new and repeat business opportunities. The Senior Account Manager is expected to project a professional company image through all interactions with clients, insurance carriers, coworkers and others. 


A GLIMPSE INTO THE POSITION

  • Serves client advocate and a primary point of contact for assigned large accounts. Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
  • Develops professional business relationships with all clients and demonstrates a clear understanding of the client’s core business.
  • Manages client expectations, service commitments, and anticipates needs of the client.
  • Assists with the strategic design of insurance plans for clients without supervision.
  • Acts as field underwriter and authorized representative of the insurance carriers in order to determine whether or not coverage should be bound. Binds coverage as appropriate.
  • Strategically remarkets renewals to ensure a high level of account retention.
  • Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. Determines and communicates various options for billing and invoicing.
  • Prepares summaries of insurance and schedules. Supports client needs by accurately producing binders, certificates, policies, endorsements and other related items. 
  • Assures policies are accurate and renewed in a timely manner.
  • Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in an effort to work toward a settlement of all claims.
  • Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed. Proactively communicates with client any significant audit differences and determines the need for further action.
  • Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity.
  • Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
  • Recommends process improvements as needed.
  • Quickly identifies and resolves complex client service issues.
  • May manage the work of others.
  • Other duties and projects as assigned.

Requirements

SKILLS

  • Strong analytical and mathematical skills.
  • Excellent 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.
  • Advanced skills in Microsoft Office (primarily Excel 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.

COMPETENCIES

  • Enthusiastic, dependable, highly motivated and detail oriented.
  • Hands-on, open minded, proactive team player.
  • Self-managed and responsible for project and time management.
  • Customer focused, high integrity, excellent work ethic.
  • Excellent customer service skills are a must.
  • Willingness to adhere to all principles of confidentiality.
  • Must value operating in a collaborative work environment.
  • Ability to work independently and as part of a team.

EDUCATION AND QUALIFICATIONS

  • College degree preferred. 
  • 5+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required.

CERTIFICATIONS/LICENSES

  • A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals that have insurance designations (e.g. CISR, CIC, CPCU).

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. 

 

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.