Relation Insurance Services

Account Manager

• 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.
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.
• 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.
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team.
• Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.
• 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.

Account Manager – Commercial Lines

Risk

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
• Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
• Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.
• Documents new business activity in the appropriate system(s).
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.
• Develops and presents recommendations to clients based on consultative selling approach.
• Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
• Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.
• Seamlessly transitions sold clients to the designated client service/account management team.
• Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
• Performs other projects, duties, and tasks, as assigned.

Risk Advisor – Voluntary Benefits

General Counsel

• Provides practical, solution-oriented legal counsel on a broad range of corporate and commercial matters, balancing business objectives, regulatory compliance, and legal risk
• Drafts, reviews, and negotiates a wide range of commercial contracts and other legal documents
• Researches and advises on compliance with laws, regulations, contractual requirements, industry standards, organizational documents, company policies, and lender requirements
• Manages and resolves contract disputes, subpoena responses, regulatory inquiries, and complaints
• Supports litigation and other dispute resolution matters as needed
• Conducts legal research and analysis on issues related to business operations and broader corporate matters (e.g., insurance licensing, real estate, employment, corporate governance, intellectual property, marketing, mergers and acquisitions, regulatory compliance, data privacy, AI governance)
• Contributes to the development and continuous improvement of legal processes, templates, and contract playbooks
• Utilizes the Company’s contract lifecycle management (CLM) system and ensures the proper execution and storage of legal documents
• Performs other projects, duties, and tasks, as assigned.

Corporate Legal Counsel

• Serves as a client advocate and the primary point of contact for assigned accounts
• Develops professional business relationships with client and understands the client’s core business
• Leads projects, deadlines, meetings and client deliverables utilizing established account management tools
• Manages client expectations, service commitments, and anticipates needs of the client
• Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data
• Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments
• Resolves client issues promptly and determines which items will be delegated to the support team
• Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files
• Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client
• Prepares market analysis for new clients and prospects
• Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements
• Follows up with the carriers to ensure changes are reflected
• Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate
• Generates new sales through existing clients and client referrals in accordance with the sales plan
• Introduces other Relation products and services to clients
• Gathers national Health and Welfare survey data; interprets and shares with clients
• Recommends process improvements as needed
• Performs other projects, duties, and tasks, as assigned.

Account Manager – Employee Benefits

• 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
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate
• 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
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team
• Facilitates the prompt response from carriers and their staff in order to expedite claim settlements
• 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.

Account Manager – Personal Lines

Compliance

• Creates, maintains, and updates PHIA-regulated Summary Plan Descriptions (SPDs) and Plan Documents for ERISA and non-ERISA health plans
• Produces Summaries of Benefits and Coverage (SBCs) in accordance with federal and state compliance requirements and ensure alignment with unique client plan design
• Manages plan renewals and drafts plan amendments
• Supports the production and delivery of 80+ plan documents per month
• Participates in client implementation meetings to review benefit outlines
• Collaborates with cross-functional teams (e.g., implementation, compliance, operations)
• Conducts quality reviews to confirm plan documents accurately reflect approved benefit designs and regulatory requirements
• Maintains organized documentation records and version control
• Assist with regulatory audits, client compliance inquiries and review related to the plan document
• Coordinate with vendors to support required federal and state health plan filings
• Conduct the preparation, validation and submission of data and documentation for mandated filings listed above

Health Plan Compliance Specialist

Claims Specialist

• Reviews and validates claims for accuracy, completeness, and eligibility based on policy terms and guidelines
• Analyzes, adjudicates, and resolves claims by approving or denying documentation, calculating benefit amounts, and initiating payments or composing denial letters
• Ensures legal compliance with company policies, procedures, and applicable state and federal regulations throughout the claims process
• Maintains accurate records of claims, settlements, denials, and related documentation
• Addresses questions and concerns from providers, clients, and internal personnel regarding the adjudication process
• Reports overpayments, underpayments, and irregularities to supervisors
• Communicates with reinsurance brokers and other stakeholders to obtain necessary information for claim processing
• Verifies member eligibility, benefit coverage, and authorizations as needed
• Protects confidential information and ensure HIPAA compliance
• Participates in process improvement initiatives and updates documentation as required
• Special projects and other duties as assigned

Claims Examiner

• Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures.
• Develops professional relationships and understands clients’ core business.
• Manages client expectations and anticipates needs of the client while ensuring service commitments are met.
• Designs insurance plans and acts as field underwriter, binding coverage as needed.
• Strategically remarkets renewals to maintain high account retention.
• Identifies coverage deficiencies and consults clients to limit exposures.
• Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.
• Produces binders, certificates, policies, and endorsements accurately.
• Ensures timely and accurate policy renewals.
• Facilitates claims reporting and settlement processes.
• 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.
• May manage and direct the work of others.
• Performs other projects, duties, and tasks, as assigned.

Senior Account Manager – Personal Lines

Recruitment

• Implements proactive sourcing strategies to build a strong sales talent pipeline
• Develops and maintains relationships with passive talent and potential candidates to elevate Relation’s branding as well as achieve ambitious growth projections
• Manages third-party agencies and vendor relationships, screening candidates to ensure they fit the organization's needs
• Designs and implements innovative recruitment strategies to attract top sales talent, including but not limited to cold calling, social media, job boards and networking to generate referrals
• Partners with the Talent Acquisition Team to manage LinkedIn job postings and create outbound marketing campaigns for recruiting purposes
• Works with internal teams to create pipelines to meet growth goals
• Stays updated on industry trends and best practices to continuously improve recruitment processes
• Collaborates with senior leadership to understand the sales talent needs and aligns recruitment strategies accordingly
• Collaborates with Marketing to create recruiting materials
• Provides guidance and support to Sales Leaders on recruitment-related matters
• Conducts preliminary interviews to assess candidates' skills, experience, and cultural fit
• Acts with urgency to deliver white-glove service throughout the recruiting process and provides a warm handoff to Sales Leaders
• Ensures timely and efficient communication with candidates throughout the hiring process
• Ensures all recruitment activities comply with established processes and procedures as well as federal, state, and local employment laws and regulations
• Maintains accurate and up-to-date recruitment records and documentation
• Prepares and presents regular reports on recruitment activities and outcomes
• Plans and participates in job fairs, career events, and other recruitment activities to attract top sales talent
• Acts as a Relation Brand Ambassador, representing the organization at industry events and conferences
• Performs other projects, duties, and tasks, as assigned.

Director, Sales Talent Acquisition

Account Executive

• Serves as a client advocate and primary point of contact for assigned accounts, addressing questions, guiding on coverage changes, and educating on exclusions and exposures.
• Achieves new business sales goals and client retention goals as assigned.
• Develops professional relationships and understands clients’ core business.
• Manages client expectations, service commitments, and anticipates client needs.
• Understands client’s deficiencies in coverage and consults with them to make sure they are fully covered to limit any exposures.
• Identifies commercial lines coverage deficiencies and consults to ensure full coverage.
• Analyzes accounts based on risk characteristics and exposure.
• Handles complex accounts and designs strategic insurance plans.
• Acts as field underwriter, binding coverage as appropriate.
• Remarkets renewals to ensure high account retention.
• Prepares proposals, loss evaluations, and risk analyses for accurate quotations.
• Educates clients on policy coverage and changes.
• Assists with claims, facilitating prompt carrier responses.
• 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 attempts to retain client accounts while maintaining the company’s financial integrity.
• Maintains and updates electronic files.
• 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.
• Performs other projects, duties, and tasks, as assigned.

Account Executive - Commercial Lines

Analyst

• Supports and implements core business decisions related to AMS design, setup, and implementation
• Drives a streamlined data migration process for new acquisitions integrating into Relation’s instance of AMS360
• Identifies opportunities to optimize or expand the utilization of AMS capabilities to support the objectives of the business
• Supports high-priority workstreams associated with Relation’s data governance and quality enhancement efforts
• Strategically partners with 3rd party providers where necessary to automate or outsource repetitive administrative tasks into the data governance process
• Builds relationships with new acquisitions to support smooth and collaborative data integration efforts
• Special projects and other duties as assigned.

Systems and Data Analyst

• 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
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate
• 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
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team
• Facilitates the prompt response from carriers and their staff in order to expedite claim settlements
• 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

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
• Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
• Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.
• Documents new business activity in Relation’s sales tracking system.
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
• Develops and presents recommendations to clients based on consultative selling approach.
• Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
• Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams.
• Seamlessly transitions sold clients to the designated client service/account management team.
• Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
• Has a keen sense of humor, a competitive drive and winning spirit.
• Performs other duties and special projects as assigned.

Risk Advisor – Commercial Lines

Sales

• Serves as the primary consultant for clients, providing expert advice on plan design, investment selection, and fiduciary responsibilities.
• Builds and maintains strong client relationships, ensuring satisfaction and trust.
• Conducts comprehensive plan reviews, including investment performance analysis, fee benchmarking, and fiduciary assessments using tools such as Fi360.
• Identifies opportunities for cost savings, improved plan design, and enhanced participant outcomes.
• Ensures compliance with ERISA, DOL, and other applicable regulations; monitors legislative changes and advises clients on necessary adjustments.
• Supports clients in fulfilling fiduciary obligations and maintaining proper documentation.
• Develops and delivers educational programs to improve participant understanding and engagement in retirement planning.
• Promotes strategies that increase participation rates and contribution levels.
• Stays current on industry trends, emerging technologies, and best practices in institutional retirement planning.
• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Sells to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process.
• Develops and maintains relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers.
• Utilizes Advyson and Schwab Advisor Center for opportunity updates, tracking, reporting, and self-management.
• Sets appointments, prepare, and present sales presentations across all levels from staff to C-suite executives.
• Attends industry or relevant targeted prospect events.
• Travels domestically throughout the territory to meet with prospects.
• Performs other projects, duties, and tasks, as assigned.

Retirement Plan Consultant – Sales

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).
• Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.
• Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.
• Documents new business activity in Relation’s sales tracking system.
• Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.
• Develops and presents recommendations to clients based on consultative selling approach.
• Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.
• Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.
• Seamlessly transitions sold clients to the designated client service/account management team.
• Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.
• Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.
• Has a keen sense of humor, a competitive drive and winning spirit.
• Performs other duties and special projects as assigned.

Account Manager – Commercial Lines

Risk Advisor – Voluntary Benefits

Corporate Legal Counsel

Account Manager – Employee Benefits

Account Manager – Personal Lines

Health Plan Compliance Specialist

Claims Examiner

Senior Account Manager – Personal Lines

Director, Sales Talent Acquisition

Account Executive - Commercial Lines

Systems and Data Analyst

Account Manager – Personal Lines

Risk Advisor – Commercial Lines

Retirement Plan Consultant – Sales

Risk Advisor – Entertainment Sector