Relation Insurance Services · 1 week ago
Account Manager, National Accounts
United States
Full-time
Remote
Mid, Senior Level
$85K/yr - $100K/yr
5+ years expRelation Insurance is a leading, innovative company in the insurance market, seeking an Account Manager for National Accounts. This role involves providing strategic advice to complex clients on coverage and risk management, ensuring alignment with their long-term goals and growth plans.
ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement
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
Performs other projects, duties, and tasks, as assigned
Qualification
Required
High School Diploma or equivalent
A Property and Casualty License from state of domicile is required and must be maintained
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
Preferred
Four-year degree preferred
Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM)
Benefits
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Company
Relation Insurance Services
Despite our size, Relation feels like a family company. Here, a handshake matters.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-02-21Acquired
Leadership Team
Charissa Hartmann
Chief Financial Officer
Brandon Youngfountain
Executive Vice President, Mergers & Acquisitions
Recent News
Mergers & Acquisitions
2025-11-11
2025-08-29
2025-08-26
Company data provided by crunchbase