Senior Account Manager - Personal Lines

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, Small Business Unit serves as the primary business contact for small commercial accounts, 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, Small Business Unit will build relationships with clients to encourage new and repeat business opportunities.

• Builds, expands, and solidifies relationships with existing clients and leads appropriate resources to address the client’s risk management needs.
• Develops a thorough understanding of clients’ business strategic priorities, and comfort level to risk.
• Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
• Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control.
• Establishes credibility (knowledge/trust) to both internal and external clients.
• Demonstrates technical competency and creates innovative solutions.
• Secures existing business and drives the sale of additional service and coverages.
• Develops and analyzes program and coverage options across lines of business.
• Present[s] new business or renewal proposals to client.
• Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets.
• Prepares account summaries, as required.
• Participates in seminars and classes for skill and knowledge development.
• Services Relation Xpress/Small commercial lines accounts according to the Relation “Legendary Service” format.
• Must adhere to pertinent laws, regulations, Relation’s compliance practices and external compliance requirements.
• Maintains and updates electronic files.
• Assures policies are accurate and renewed in a timely manner.
• Recommends process improvements as needed.
• 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.

• A Property and Casualty License from state of domicile is required and must be maintained.
• College degree preferred.
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
• 7+ years’ experience in the insurance industry with a focus on Personal lines of coverage is required.
• Strong analytical and mathematical skills.
• In-depth understanding of all aspects of personal lines of coverage.
• In-depth knowledge and understanding of risk management and loss control.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co‑workers, carriers, vendors, and others.
• Advanced skills in Microsoft Office…