Senior Account Manager - Personal Lines

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 Senior Account Manager, Small Business Unit serves as the primary business contact for small commercial accounts, and acts as the project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives that deliver unique value through the execution of client-specific business plans and service timelines.  This includes developing programs and initiatives that support the client's overall portfolio.  The person in this position is expected to consistently provide excellent customer service to assigned large accounts, as well as represent client needs and goals within the organization to ensure quality.   In addition, the Senior Account Manager, Small Business Unit will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY Builds, expands, and solidifies relationships with existing clients and leads appropriate resources to address the client’s risk management needs. Develops a thorough understanding of clients’ business strategic priorities, and comfort level to risk. Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures. Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and control. Establishes credibility (knowledge/trust) to both internal and external clients. Demonstrates technical competency and creates innovative solutions. Secures existing business and drives the sale of additional service and coverages. Develops and analyzes program and coverage options across lines of business. Presents new business or renewal proposals to client. Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets. Prepares account summaries, as required. Participates in seminars and classes for skill and knowledge development. Services Relation Xpress/Small commercial lines accounts according to the Relation “Legendary Service” format. Must adhere to pertinent laws, regulations, Relation’s compliance practices and external compliance requirements. Maintains and updates electronic files. Assures policies are accurate and renewed in a timely manner. Recommends process improvements as needed. Fully adopts innovative technology, including proprietary AI solutions, into the service…