Insurance Account Manager

6 days ago

Dallas, Texas, United States Relation Insurance Inc Full time
Account Manager - Personal Lines

At Relation Insurance Inc, we are seeking a highly skilled and experienced Account Manager to join our team. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success.

Job Summary

The Account Manager will be responsible for managing client relationships and strategically assisting with technical and complex insurance needs to ensure a high level of client retention. This role requires a strong drive for success, a passion for continuous learning and growth, and the ability to consistently deliver exceptional results.

Key Responsibilities
  • Serves as the main point of contact for clients
  • Assists with the strategic design of insurance plans for clients
  • Acts as a field underwriter and authorized representative of insurance carriers to determine whether or not coverage should be bound
  • Strategically assists in the remarketing of renewals to ensure a high level of account retention
  • Oversees the preparation of proposals for clients, including submissions, loss evaluations, and risk analysis
  • 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 the state of domicile is required and must be maintained
  • College degree preferred
  • 3-5 years' account management experience in the insurance industry in personal lines of coverage is required
  • In-depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs
  • Proficient skills in Microsoft Office (primarily Excel and Word)
  • Must have a valid driver's license and the ability to travel to client sites
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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