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Job DetailsJob Location: Parks Chevrolet Huntersville - Huntersville, NC 28078Position Type: Full TimeEducation Level: Not SpecifiedTravel Percentage: NoneJob Shift: Day ShiftJob Category: SalesJob Responsibilities: Trea…
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$43k–$93k/yr
Full-time
high school, bachelor degree
Family Health and Wellness Programs, 401k, Employee Assistance Programs, Paid Time Off, Paid Holidays
Posted 34d ago
~40 hrs/week
Responsibilities
Manage overall client relationships for small commercial accounts by providing strategic advice on coverage and risk management. Oversee the preparation of proposals, remarketing of renewals, and the issuance of insurance documents to ensure high retention rates.
Requirements
Requires a Property and Casualty License and a minimum of 5 years of account management experience in commercial lines insurance. A high school diploma is required, while a four-year degree and professional insurance designations are preferred.
Full job description
WHO WE ARE
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
WHAT WE’RE LOOKING FOR
The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs for small commercial accounts, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.
A GLIMPSE INTO YOUR DAY
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.
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.
Oversee 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.
Assist clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates prompt response from carriers and their staff in order to expedite claim settlements.
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.
Recommend process improvements as needed.
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.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
A Property and Casualty License from state of domicile is required and must be maintained. Preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM).
High School Diploma or equivalent. Four-year degree preferred.
Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required.
Bilingual (Spanish/English) a plus or a must in some locations.
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.
Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.
WHY CHOOSE RELATION?
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.
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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 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.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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$43,000.00 - $93,000.00
Related keywords
Property and Casualty LicenseAINSCICCPCUARMCommercial LinesInsurance BrokerageRisk AnalysisLoss EvaluationsField UnderwriterPolicy ExclusionsInsurance RatingsUnderwriting ProceduresAI SolutionsSmall Business Unit
You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.
Industry
Insurance
Company size
1,001-5,000 employees
Founded
2007
Headquarters
Chicago, Illinois
LinkedIn followers
13,678
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions.
Because you deserve more than an insurance company.
You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
Offices: 300 S Wacker Dr, Ste 1250, Chicago, Illinois 60606, US
How much do Finance & Accounting jobs in North Carolina pay?
Based on 1109 listings with disclosed salaries, most finance & accounting jobs in North Carolina pay between $63k–$175k per year. Individual offers vary with seniority, company size, and specialization.
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