Build Lasting Client Relationships with One of the Nation's Leading Insurance Brokerages
Relation Insurance is seeking an experienced Commercial Lines Account Manager to join its growing Dallas office.
This is an opportunity to manage an established book of commercial clients while serving as their trusted day-to-day advisor. You'll partner closely with producers and insurance carriers to deliver exceptional service, guide clients through renewals and policy changes, and ensure their insurance programs continue to meet their evolving business needs.
As Relation continues expanding its Southwest operations, you'll join a collaborative team that values expertise, professional development, and long-term client relationships. If you enjoy solving problems, building trust with clients, and delivering outstanding service without the pressure of sales or prospecting, we'd love to connect.
What You’ll Do
- Serve as the primary day-to-day contact for an assigned commercial book of business
- Build trusted relationships by advising clients on coverage options, policy changes, contractual requirements, and risk management strategies
- Manage the renewal process from marketing through binding while helping maximize client retention
- Prepare submissions, proposals, loss analyses, binders, certificates of insurance, endorsements, and policy documentation
- Review renewal policies, audits, and endorsements to ensure accuracy and identify coverage concerns
- Coordinate with insurance carriers to negotiate coverage, obtain quotes, and resolve underwriting issues
- Assist clients with billing questions, claims reporting, policy changes, and coverage requests
- Monitor cancellations, audits, and premium activity while proactively communicating with clients
- Maintain accurate documentation and account activity within agency management systems
- Partner closely with producers to identify additional coverage opportunities and deliver exceptional client service
- Stay current on commercial insurance products, market trends, and carrier guidelines
- Recommend process improvements that enhance client service and operational efficiency
What You Bring
- 3+ years of Commercial Lines Account Management experience
- Experience servicing middle-market and/or large commercial accounts
- Strong knowledge of commercial insurance coverages and policy administration
- Active Property & Casualty License
- Comfortable managing multiple client relationships while balancing competing priorities
- Strong attention to detail and commitment to exceptional client service
- Commercial designations such as CISR, CIC, CPCU, or AINS are a plus
- Experience serving construction, real estate, manufacturing, healthcare, or hospitality clients is a plus
- Bilingual English/Spanish is a plus
Why Join Relation Insurance:
- Competitive compensation plus annual incentive opportunity
- Comprehensive medical, dental, vision, wellness, PTO, paid holidays, and 401(k)
- Hybrid flexibility after onboarding and training
- Join a nationally recognized insurance brokerage with strong financial stability
- Collaborative Dallas leadership team with opportunities for continued professional growth
- Modern technology and AI-enabled tools that help streamline client service
- Opportunity to make an immediate impact while helping shape the continued growth of the Southwest region
EEOC:We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit 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.
