Relation Insurance Services
Account Manager - Personal Lines
Relation Insurance Services, Medinah, Illinois, United States, 60157
Overview
Account Manager - Personal Lines at Relation Insurance Services. The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The role requires staying informed on advances in the insurance business and the types of insurance products available. What We’re Looking For
The Account Manager serves as the main point of contact for clients, addressing inquiries, guiding 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 the 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 to support client needs. Assists clients in submitting first reports of claims by coordinating with adjusters and arranging visits from a member of the claims team, to expedite claim settlements. Conducts thorough policy reviews during renewals and audits, verifying accuracy and communicating audit discrepancies to clients and determining further action. Reviews cancellation requests, determines reasons, and attempts 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 and client services. Recommends process improvements as needed and resolves complex client service issues. Performs 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 and must be maintained; insurance designations (e.g., AINS, CIC, CPCU, ARM) are preferred. High School Diploma or equivalent; four-year degree 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 a must in some locations. Strong analytical and mathematical skills; proficient in Microsoft Office (Excel and Word); ability to learn new software applications. Excellent written and verbal communication skills; ability to maintain effective relationships with clients, co-workers, carriers, vendors and others. In-depth understanding of advanced personal lines coverage and ability to advise clients on complex insurance needs. Strong PowerPoint and presentation skills for in-person and virtual sessions. Must have a valid driver’s license and the ability to travel to client sites with reliable transportation. Why Choose Relation?
Competitive pay. Robust benefits including health and wellness programs, 401K, employee assistance, 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. The wage range for this role is $44,000.00 - $80,000.00 and may be influenced by factors such as skill sets, experience, licensure, and location. A discretionary annual incentive program may be available based on performance. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development Industries
Insurance
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Account Manager - Personal Lines at Relation Insurance Services. The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The role requires staying informed on advances in the insurance business and the types of insurance products available. What We’re Looking For
The Account Manager serves as the main point of contact for clients, addressing inquiries, guiding 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 the 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 to support client needs. Assists clients in submitting first reports of claims by coordinating with adjusters and arranging visits from a member of the claims team, to expedite claim settlements. Conducts thorough policy reviews during renewals and audits, verifying accuracy and communicating audit discrepancies to clients and determining further action. Reviews cancellation requests, determines reasons, and attempts 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 and client services. Recommends process improvements as needed and resolves complex client service issues. Performs 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 and must be maintained; insurance designations (e.g., AINS, CIC, CPCU, ARM) are preferred. High School Diploma or equivalent; four-year degree 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 a must in some locations. Strong analytical and mathematical skills; proficient in Microsoft Office (Excel and Word); ability to learn new software applications. Excellent written and verbal communication skills; ability to maintain effective relationships with clients, co-workers, carriers, vendors and others. In-depth understanding of advanced personal lines coverage and ability to advise clients on complex insurance needs. Strong PowerPoint and presentation skills for in-person and virtual sessions. Must have a valid driver’s license and the ability to travel to client sites with reliable transportation. Why Choose Relation?
Competitive pay. Robust benefits including health and wellness programs, 401K, employee assistance, 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. The wage range for this role is $44,000.00 - $80,000.00 and may be influenced by factors such as skill sets, experience, licensure, and location. A discretionary annual incentive program may be available based on performance. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development Industries
Insurance
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