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Relation Insurance ServicesPosted 10/19/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $53,000 - $101,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships for small commercial accounts, providing strategic advice on risk management, and developing tailored insurance plans. Proficient in advanced commercial lines of coverage, with strong analytical skills and the ability to adopt innovative technology solutions.
Highest-signal resume keywords
Property And Casualty LicenseAccount Management ExperienceBilingual (Spanish/English)Advanced Commercial Lines KnowledgeMicrosoft Office Proficiency
About the role
Key responsibilities & impact- Manage the overall client relationship for small commercial accounts
- Provide strategic advice on coverage, risk management and business needs
- Serve as the main point of contact for clients and address inquiries
- Guide clients on coverage changes, contractual requirements, policy exclusions and exposures
- Develop insurance plans tailored to client needs
- Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
- Manage renewal remarketing to support high account retention
- Oversee client proposals, submissions, loss evaluations, risk analyses, quotations and policies
- Communicate billing and invoicing options
- Prepare insurance summaries, schedules, binders, certificates, policies and endorsements
- Assist clients with first reports of claims and facilitate carrier responses and claim settlements
- Conduct policy reviews during renewals and audits, verify accuracy and execute corrections
- Review cancellation requests and attempt to retain client accounts
- Stay informed about insurance industry developments, products, legislation, coverage options and technology
- Recommend process improvements
- Adopt proprietary AI solutions and other innovative technology into the service process
- Perform other assigned projects, duties and tasks
Requirements
What you’ll need- A Property and Casualty License from state of domicile is required and must be maintained
- High School Diploma or equivalent
- Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage
- Bilingual (Spanish/English) a plus or a must in some locations
- Strong analytical and mathematical skills
- Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions
- In-depth understanding of advanced commercial lines of coverage
- Excellent written and verbal communication skills
- Proficient in Microsoft Office, primarily Excel and Word
- Computer literacy and ability to learn new software applications
- Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
- Valid driver's license
- Ability to travel to client sites
- Reliable source of transportation
Benefits
Comp & perks- Competitive pay
- Family health and wellness programs
- 401K
- Employee assistance programs
- Paid time off
- Paid holidays
- Career advancement and development opportunities
- Discretionary annual incentive program, subject to program rules and individual and organizational performance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk ManagementInsurance Policy DevelopmentLoss EvaluationQuotationsClaims FacilitationPolicy ReviewAnalytical SkillsMathematical SkillsInsurance Ratings KnowledgeUnderwriting Procedures
Soft Skills
Excellent Communication SkillsPresentation SkillsClient Relationship ManagementProcess ImprovementAdaptability
Tools & Technologies
Microsoft ExcelMicrosoft WordPowerPointAI SolutionsInsurance Software Applications
Certifications & Qualifications
Property And Casualty License
Industry Keywords
Commercial LinesInsurance IndustryClient ProposalsRisk AnalysisInsurance ProductsCoverage OptionsLegislationPolicy ExclusionsClient RetentionInsurance Markets