Relation Insurance Services
Account Manager - Personal Lines
Relation Insurance Services, Cheshire, Connecticut, us, 06410
Overview
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Account Manager - Personal Lines
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Relation Insurance Services 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. What You’ll Do
Serve as the main point of contact for clients, address inquiries, provide guidance on appropriate coverage changes and contractual requirements, and educate clients on policy exclusions and exposures. Partner in the strategic development of insurance plans tailored to client needs. Act as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. Strategically manage the remarketing of renewals to ensure high account retention rates. Oversee the preparation of client proposals, submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicate various billing and invoicing options. Prepare comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. Assist clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitate prompt responses from carriers to expedite claim settlements. Conduct thorough policy reviews during renewals and audits, verify accuracy, and execute necessary corrections. Proactively communicate significant audit discrepancies to clients and determine further action. Review cancellation requests, determine reasons, and attempt to retain client accounts while maintaining the company’s financial integrity. Stay informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. Recommend process improvements as needed and quickly identify and resolve complex client service issues. Perform other projects, duties, and tasks, as assigned. What Success Looks Like In This Role
A Property and Casualty License from the state of domicile is required, with preference for individuals holding insurance designations (e.g., AINS, CIC, CPCU, ARM). High School Diploma or equivalent; a four-year degree is preferred. Minimum 5 years of account management experience in the insurance industry with a focus on personal lines of coverage. Bilingual (Spanish/English) is a plus or required 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 and the ability to advise clients on complex insurance needs. Excellent written and verbal communications skills to maintain effective relationships with clients, colleagues, carriers, vendors, and others. Proficient in Microsoft Office (primarily Excel and Word); computer literate with the ability to learn new software applications. Intermediate to 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. Why Choose Relation
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, and more. Career advancement and development opportunities. Note
The above is not all-encompassing of the full position description. 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.
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Join to apply for the
Account Manager - Personal Lines
role at
Relation Insurance Services 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. What You’ll Do
Serve as the main point of contact for clients, address inquiries, provide guidance on appropriate coverage changes and contractual requirements, and educate clients on policy exclusions and exposures. Partner in the strategic development of insurance plans tailored to client needs. Act as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. Strategically manage the remarketing of renewals to ensure high account retention rates. Oversee the preparation of client proposals, submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicate various billing and invoicing options. Prepare comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. Assist clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitate prompt responses from carriers to expedite claim settlements. Conduct thorough policy reviews during renewals and audits, verify accuracy, and execute necessary corrections. Proactively communicate significant audit discrepancies to clients and determine further action. Review cancellation requests, determine reasons, and attempt to retain client accounts while maintaining the company’s financial integrity. Stay informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. Recommend process improvements as needed and quickly identify and resolve complex client service issues. Perform other projects, duties, and tasks, as assigned. What Success Looks Like In This Role
A Property and Casualty License from the state of domicile is required, with preference for individuals holding insurance designations (e.g., AINS, CIC, CPCU, ARM). High School Diploma or equivalent; a four-year degree is preferred. Minimum 5 years of account management experience in the insurance industry with a focus on personal lines of coverage. Bilingual (Spanish/English) is a plus or required 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 and the ability to advise clients on complex insurance needs. Excellent written and verbal communications skills to maintain effective relationships with clients, colleagues, carriers, vendors, and others. Proficient in Microsoft Office (primarily Excel and Word); computer literate with the ability to learn new software applications. Intermediate to 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. Why Choose Relation
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, and more. Career advancement and development opportunities. Note
The above is not all-encompassing of the full position description. 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.
#J-18808-Ljbffr