Insurance Account Manager

3 days ago

Sacramento, California, United States Relation Insurance Inc Full time
About the Role

This is an exciting opportunity to join Relation Insurance Inc. as an Account Manager, where you will play a key role in leading and managing the operational functioning and development of the Commercial Lines servicing team. As a seasoned professional with 10+ years of experience in account/client management, you will be responsible for overseeing the day-to-day functions of the department and assisting with operational, non-sales administration.

Key Responsibilities

• Mentor and manage sales support team members to ensure they have the skills and knowledge needed to excel in their roles.
• Champion communication of goals, vision, and procedures developed by leadership to ensure a cohesive and collaborative team environment.
• Manage office environment and champion the creation and continuation of a culture of teamwork, fostering a positive and productive work atmosphere.
• Work with the Leadership Team and Human Resources to manage employees and implement projects and directives, ensuring seamless execution and effective communication.
• Actively participate in the hiring and new hire onboarding process, providing recommendations for hiring and training team members on duties, expectations, standards, policies, and procedures.
• Provide feedback to management and team members about service structure to improve performance and productivity, ensuring alignment with company goals and objectives.
• Coordinate time off within the department to ensure service level and appropriate reporting of time off, maintaining a healthy work-life balance.
• Assure service standards are being met utilizing the audit and review process, identifying areas for improvement and implementing corrective actions as needed.
• Assure client service standards are being met, ensuring exceptional customer experience and satisfaction.
• Create and recommend new standards and any specialized processes or standards based on business needs, driving innovation and continuous improvement.
• Assist in monitoring operating expenses and adherence to budget numbers for the Company location, ensuring fiscal responsibility and accountability.
• Conduct annual performance reviews for direct reports, providing constructive feedback and coaching to support their growth and development.
• Manage the service of a book of business directly and may have direct revenue responsibility, driving business growth and profitability.
• Answer clients/employees questions in a timely manner, providing clear and concise information to ensure satisfaction and resolution.
• Answer phone inquiries and resolve issues in an expedient manner, demonstrating exceptional customer service skills.
• Special projects and other duties as assigned, demonstrating adaptability and a willingness to take on new challenges.

Requirements

• 10+ years of experience in account/client management, with a strong background in commercial lines of coverage.
• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC, CPCU, CEBS, GBA, RHU, REBC).
• Demonstrated experience in successfully leading a team, with a proven track record of driving results and achieving goals.
• Proficient in using computers, internet, Microsoft Office Suite, and online rating systems, with a strong understanding of insurance markets, products, services, insurance ratings, and underwriting procedures.
• In-depth understanding of insurance markets, products, services, insurance ratings, and underwriting procedures, with a strong ability to think ahead and plan over a 1-2 year timeframe.
• Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.

About Relation Insurance Inc.

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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