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About the Role

The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management, and business needs, ensuring the client's insurance program aligns with long-term goals and growth plans. The Account Manager stays knowledgeable of insurance business advances and available products.

Responsibilities

• Serves as the main point of contact for 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.
• Acts as field underwriter and authorized representative of insurance carriers to assess and bind coverage as appropriate.
• 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.
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team.
• Facilitates the prompt response from carriers and their staff to expedite claim settlements.
• 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.
• Recommends process improvements.
• Quickly identifies and resolves complex client service issues.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process.
• Performs other projects, duties, and tasks as assigned.

Requirements

• A Property and Casualty License from state of domicile is required and must be maintained.
• Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage is required.
• Must have a valid driver’s license.
• Must have the ability to travel to client sites.
• Must have a reliable source of transportation.

Skills

• Bilingual (Spanish/English) is a plus or a must in some locations.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced personal lines of coverage.
• Excellent written and verbal communications skills.
• Proficient skills in Microsoft Office (primarily Excel and Word).
• Computer literacy with the ability to learn new software applications.
• Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.

Location

• Remote

Work Type

• Full-time

Experience Level

• Minimum 5 years

Education Level

• High School Diploma or equivalent
• Four-year degree preferred
• Insurance designations (e.g. AINS, CIC, CPCU, ARM) preferred

Salary/Compensations

• $44,000.00 - $80,000.00

Benefits

• Competitive pay
• Family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays

About the Company

• 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.

Equal Opportunity

• Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
• This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.