Insurance Account Manager
5 days ago
About the Role
We are seeking a highly skilled Insurance Account Manager to join our team at Relation Insurance Inc. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success.
The successful candidate will be responsible for managing client relationships, strategically assisting with technical and complex insurance needs, and ensuring a high level of client retention.
Key Responsibilities
- Serves as main point of contact for the client
- Assists with the strategic design of insurance plans for clients
- Acts as field underwriter and authorized representative of the insurance carriers
- Strategically assists in the remarketing of renewals to ensure a high level of account retention
- Prepares summaries of insurance and schedules
- Supports client needs by accurately producing binders, certificates, policies, endorsements, and other related items
- Assures policies are accurate and renewed in a timely manner
- Assists clients in submitting first reports of claims
- Reviews policy audits and verifies their accuracy
- Reviews cancellations and determines reason for cancellation requests
Requirements
- A Property and Casualty License from state of domicile
- College degree preferred
- 3-5 years' account management experience in the insurance industry in personal lines of coverage
- In-depth understanding of advanced personal lines of coverage
- Proficient skills in Microsoft Office (primarily Excel and Word)
Why Choose Relation?
We offer a competitive pay, a safe and healthy work environment, career advancement and development opportunities, paid training and continuing education to obtain/maintain your insurance license, and a robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, and more.
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