Job details
Job type full-time
Full job description
Description:
Relation is among the fastest-growing insurance brokers in the u.sWe work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expectOur employees and our clients are our top priorities…our success is built upon both and we take that seriouslyWe offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities.
We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core valuesOur culture encourages personal growth, and successAre you a team player who enjoys challenging work? do you believe the client always comes first? come claim your future with a growing company that can help you be your bestBuild a lasting connection with relation!
Position summary
The account manager manages the client relationships and strategically assists with technical and complex insurance needs to ensure a high level of client retentionThey have full binding authority with various insurance companies and remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.
A glimpse into the position
Serves as main point of contact for the clientAddresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
Assists with the strategic design of insurance plans for clients with little to no supervision.
Acts as field underwriter and authorized representative of the insurance carriers in order to determine whether or not coverage should be boundBinds coverage as appropriate.
Strategically assists in the remarketing of renewals to ensure a high level of account retention.
Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policiesDetermines and communicates various options for billing and invoicing.
Prepares summaries of insurance and schedulesSupports 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 by obtaining adjusters and/or arranging a visit from a member of the claims teamFacilitates the prompt response from carriers and their staff in an effort to work toward a settlement of all claims.
Reviews policy audits and verifies their accuracyConfirms necessary corrections between the client and the carrier are executedProactively communicates with client any significant audit differences and determines the need for further action.
Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity.
Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
Recommends process improvements as needed.
Quickly identifies and resolves complex client service issues.
Other duties and projects as assigned.
Requirements:
Skills
Strong analytical and mathematical skills.
Strong powerpoint and presentation skills for both in-person and teleconference/webinar sessions.
In-depth understanding of advanced personal 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.
Education and qualifications
College degree preferred.
3-5 years’ account management experience in the insurance industry in personal lines of coverage is required.
Certifications/licenses
A property and casualty license from state of domicile is required and must be maintained with preference given to individuals that have insurance designations (e.gCisr, cic, cpcu).
Relation insurance incProvides 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 lawsThis applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
