Account Manager, National Accounts

About the role

The Account Manager, National Accounts serves as a resource to Relation's largest, most complex clients 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.

Responsibilities

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate 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.
• 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.
• Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed.
• Proactively communicates significant audit discrepancies to clients and determines further action.
• Reviews cancellation requests, determining reasons and attempting 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, performance, and client services.
• Recommends process improvements as needed.
• Quickly identifies and resolves complex client service issues.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

Requirements

• A minimum of 5 years account management experience in the insurance industry with a focus on complex commercial lines of coverage is required.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.
• Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word).
• Must be computer literate with the ability to learn new software applications.
• Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Ability to travel up to 10% of the time as needed.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Qualifications

• A High School Diploma or equivalent.
• A Four-year degree preferred.
• A Property and Casualty License from state of domicile is required and must be maintained.
• Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM).

Skills

• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills.
• Understanding of advanced commercial lines of coverage.
• Excellent written and verbal communications skills.
• Proficient in Microsoft Office (Excel and Word).
• Computer literacy and ability to learn new software applications.
• Knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.

Benefits

• 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.

Pay

$63,000.00 - $121,000.00

Schedule

Not specified