Senior Account Manager – Personal Lines

Relation Insurance Services

. Serve as the primary business contact for small commercial accounts .

Posted 10/8/2026full-timeMarblehead • Massachusetts • United StatesSenior💰 $54,000 - $102,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing small commercial accounts, providing exceptional customer service, and developing innovative insurance solutions. Proficient in risk management, coverage analysis, and maintaining compliance with industry regulations.

Highest-signal resume keywords

Property And Casualty License7+ Years Insurance ExperienceRisk Management And Loss ControlAdvanced Microsoft Excel SkillsSales Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk AnalysisCoverage AnalysisInsurance Market KnowledgeUnderwriting ProceduresProject ManagementMathematical SkillsClient Relationship ManagementProcess ImprovementInsurance Solutions DevelopmentDocumentation Preparation

Soft Skills

Outstanding Interpersonal SkillsExceptional Communication SkillsSelf-ManagementTeam CollaborationCustomer Service Orientation

Tools & Technologies

Microsoft OfficeExcelPowerPointWordOnline Benefit Enrollment Programs

Certifications & Qualifications

CPCUCertified Insurance Counselor (CIC)

Industry Keywords

Personal Lines CoverageCommercial AccountsRisk ManagementInsurance ProductsCompliance Practices

About the role

Key responsibilities & impact

Serve as the primary business contact for small commercial accounts
Act as project manager by communicating and guiding account teams to execute client-specific initiatives, business plans, and service timelines
Develop programs and initiatives supporting clients’ overall portfolios
Provide excellent customer service to assigned large accounts and represent client needs within the organization
Build client relationships to encourage new and repeat business opportunities
Build, expand, and solidify relationships with existing clients
Lead appropriate resources to address clients’ risk management needs
Understand clients’ strategic priorities and comfort level with risk
Identify coverage deficiencies and consult with clients to limit exposures
Analyze commercial lines accounts based on risk characteristics, exposure analysis, hazard recognition, and control
Establish credibility with internal and external clients
Create innovative insurance solutions
Secure existing business and drive sales of additional services and coverages
Develop and analyze program and coverage options across lines of business
Present new business and renewal proposals to clients
Gather information and complete applications and documentation for insurance market submissions
Prepare account summaries
Participate in seminars and classes for skill and knowledge development
Service Relation Xpress/Small commercial lines accounts according to the Relation “Legendary Service” format
Adhere to laws, regulations, compliance practices, and external compliance requirements
Maintain and update electronic files
Ensure policies are accurate and renewed timely
Recommend process improvements
Adopt innovative technology, including proprietary AI solutions, 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
7+ years’ experience in the insurance industry with a focus on Personal lines of coverage is required
Strong analytical and mathematical skills
In-depth understanding of all aspects of personal lines of coverage
In-depth knowledge and understanding of risk management and loss control
Outstanding interpersonal and communications skills
Advanced skills in Microsoft Office, primarily Excel, PowerPoint, and Word
Computer literacy and ability to learn new software applications, such as online benefit enrollment programs and carrier enrollment sites
Exceptional knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Valid driver’s license, ability to travel to client sites, and reliable transportation
Self-managed and responsible for project and time management
Sales Oriented
Ability to work independently and as part of a team
College degree preferred
CPCU and/or Certified Insurance Counselor (CIC) designations are a plus

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