Relation Insurance Services

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

Senior Account Manager – Commercial Lines

Account ManagerSalesFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

Illinois

Posted

35 days ago

Salary

$54K - $110K / year

High School7 yrs expEnglishSpanish

Job Description

• Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures • Develops professional relationships and understands clients’ core business • Manages High Value agriculture, commercial and some personal portfolios • Designs insurance plans and acts as field underwriter, binding coverage as needed • Strategically remarkets complex renewals to maintain high account retention • Identifies coverage deficiencies and consults clients to limit exposures • Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies • Produces binders, certificates, policies, and endorsements accurately • Ensures timely and accurate policy renewals • Facilitates claims reporting and settlement processes • 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 • Negotiates with carriers • Recommends process improvements as needed • Quickly identifies and resolves complex client service issues • May manage and direct the work of others • Performs other projects, duties, and tasks, as assigned

Job Requirements

  • A Property and Casualty License from state of domicile is required and must be maintained
  • CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
  • High school diploma or equivalent required
  • Four-year degree preferred
  • 7+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required
  • Bilingual (English/Spanish) preferred
  • Strong analytical and mathematical skills
  • Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
  • In-depth understanding of all aspects of 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, PowerPoint 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
  • Self-managed and responsible for project and time management
  • Willingness to adhere to all principles of confidentiality
  • Ability to work independently and as part of a team

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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