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
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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