[Remote] Account Manager, National Accounts

Note: The job is a remote job and is open to candidates in USA. Relation Insurance is a leading, innovative company in the insurance market, seeking an Account Manager for National Accounts. This role involves serving as the main point of contact for complex clients, providing strategic advice on coverage and risk management, and ensuring alignment with clients' long-term goals.ResponsibilitiesServes 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 exposuresPartners in the strategic development of insurance plans tailored to client needsStrategically manages the remarketing of renewals to ensure high account retention ratesOversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing optionsPrepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needsConducts 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 actionReviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrityStays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client servicesRecommends process improvements as neededQuickly identifies and resolves complex client service issuesFully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experiencePerforms other projects, duties, and tasks, as assignedSkillsHigh School Diploma or equivalentA Property and Casualty License from state of domicile is required and must be maintainedMinimum of 5 years account management experience in the insurance industry with a focus on complex commercial lines of coverage is requiredStrong analytical and mathematical skillsStrong PowerPoint and presentation skills for both in-person and teleconference/webinar sessionsIn-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needsExcellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and othersProficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applicationsIntermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting proceduresAbility to travel up to 10% of the time as neededMust have a valid driver's license, the ability to travel to client sites and a reliable source of transportationFour-year degree preferredPreference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM)BenefitsCompetitive 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.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.Company OverviewDespite our size, Relation feels like a family company. Here, a handshake matters. It was founded in 2007, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.relationinsurance.com.