Senior Account Manager, Commercial Lines

Senior Account Manager, Commercial Lines

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Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting‑edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

The Senior Account Manager serves as the primary business contact for the client and acts as the project manager by clearly communicating and collaboratively guiding the account team to execute customer‑specific initiatives that deliver unique value through the execution of client‑specific business plans and service timelines. This includes developing programs and initiatives that support the client’s overall portfolio. 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, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.

• 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 client expectations and anticipates needs of the client while ensuring service commitments are met.
• Designs insurance plans and acts as field underwriter, binding coverage as needed.
• Strategically remarkets 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.
• 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.

• A Property and Casualty License from the 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.
• 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 communication 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…