Relation Insurance Services logo
Relation Insurance Services

You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.

Account Manager, National Accounts

Location

California

Posted

2 days ago

Salary

$63K - $121K / year

Seniority

Senior

High School5 yrs expEnglish

Job Description

Account Manager, National Accounts

Relation Insurance Services

• 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.

Job Requirements

  • 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

  • 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

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