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    Senior Account Executive - Walnut Creek, United States - Relation Insurance Services

    Relation Insurance Services
    Relation Insurance Services Walnut Creek, United States

    3 weeks ago

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    Description

    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 Senior Account Executive, National Accounts serves as a national resource for Relation, responsible for meeting the risk management and insurance needs of Relation's largest, most complex clients. The Senior Account Executive, National Accounts will oversee existing and new client relationships, delivering an elevated, industry-leading client service experience. This position requires advanced commercial P&C expertise related to both first-party property risk and third-party casualty risks, as well as a robust network of carrier relationships.

    A GLIMPSE INTO YOUR DAY

  • Oversees client service for a growing portfolio of clients with a complex risk profile.
  • Builds, expands and solidifies relationships with existing clients and leads appropriate resources to address the client's risk management needs.
  • Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and controls.
  • Understands client's deficiencies in coverage and consults with them to ensure comprehensive coverage.
  • Demonstrates technical competency and creates innovative solutions.
  • Secures existing business and drives the sale of expanded service and capabilities.
  • Develops and analyzes program and coverage options across lines of business. Presents new business or renewal proposals to client, in conjunction with team members when needed.
  • Prepares and negotiates fees ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.
  • Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets.
  • Prepares account summaries, as required.
  • Coordinates loss analysis and loss control activities in conjunction with claims and loss control specialists.
  • Keeps producers fully informed of all important activities on their accounts.
  • Manages stewardship/service agreements ensuring services are provided and deadlines are met.
  • Adheres to pertinent laws, regulations, Relation's compliance practices and external compliance requirements.
  • Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency's financial equity.
  • Maintains and updates electronic files.
  • Recommends process improvements as needed.
  • Special projects and other duties as assigned.

    • Requirements

    WHAT SUCCESS LOOKS LIKE IN THIS ROLE

  • A Property and Casualty License from state of domicile is required and must be maintained.
  • CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
  • Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.
  • 10+ years' experience in the insurance industry with a focus on Commercial Lines.
  • College degree preferred.
  • In-depth understanding of all aspects of commercial lines of coverage.
  • In-depth knowledge and understanding of risk management and loss control.
  • Exceptional knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
  • Strong analytical and mathematical skills.
  • Advanced skills in Microsoft Office with excellent PowerPoint and presentation skills for both in-person and virtual sessions.
  • Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
  • Ability to work independently and as part of a team.
  • Willingness to adhere to all principles of confidentiality.
  • Ability to travel up to 10% of the time as needed.
  • Self-managed and responsible for project and time management.

    • WHY CHOOSE RELATION?

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.
  • Paid training and continuing education to obtain/maintain your insurance license.

    • 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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