Relation Insurance Services

Insurance

• Identifies and cultivates relationships with wholesale partners to promote life or annuity insurance products.
• Provides detailed knowledge of life or annuity insurance products, including features, benefits, and competitive advantages, to wholesale partners.
• Solicits business from existing agents and cultivates relationships with new agents.
• Delivers training sessions, marketing materials, and ongoing support to brokers and advisors.
• Develops strategies to penetrate new markets and increase distribution through wholesale channels.
• Builds and maintains strong relationships with brokers and agencies.
• Tracks and analyzes sales performance, providing regular reports and insights to leadership.
• Manages the underwriting process from application to policy issuance.
• Collaborates with case managers to ensure smooth handling of cases.
• Provides post-sale support including policy changes, beneficiary updates, and in-force policy management.
• Stays up to date on industry trends, regulatory changes, and new product developments.

Life Insurance Sales Advisor

Client Services Representative

• Executes all administrative tasks related to account management and policy servicing
• Processes policy endorsements, renewals, cancellations, and maintains accurate account records
• Ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards
• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists
• Enters and rates policies in carrier websites and orders new policies as needed
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment
• Tracks claims and updates the agency management system with activity, payments, and closures
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients
• Orders motor vehicle reports “MVRs” and loss runs as directed
• Reviews and processes mail
• Acts as a backup for office phone calls and walk-in traffic as needed
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned

Client Service Specialist – Commercial Lines

Manager

• 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

Senior Manager – Aviation

• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
• Follows up on new business submissions with carriers not managed by Risk Placement Specialists
• Enters and rates policies in carrier websites and orders new policies as needed
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
• Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment
• Tracks claims and updates the agency management system with activity, payments, and closures
• Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients
• Order motor vehicle reports “MVRs” and loss runs as directed
• Reviews and processes mail
• Acts as a backup for office phone calls and walk-in traffic as needed
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

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 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
• Performs other duties and special projects as assigned.

Risk Advisor – Commercial Lines

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
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

Account Manager – Personal Lines

• 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
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

Senior Account Manager – Commercial Lines

Analyst

• Conducts developmental needs assessments to identify learning objectives by collecting information pertaining to content management, workflow, efficiency, and productivity
• Develops training content to meet the need of existing employees and/or to improve upon the quality of the existing content
• Partners with leadership to plan, design, and implement solutions that enable all team members to provide a superior customer experience
• Analyzes customer-initiated interactions with agency management system and develops means to improve efficiencies as appropriate
• Achieves agency operational goals through increasing agency capacity and profitability resulting from effective and efficient operations through training and development, resulting in reduced Error & Emissions Exposure driven by use of proper procedures
• Links workflows, processes, procedures, and technologies to relevant business solutions
• Plans, organizes, and deploys training and development programs, objectives, or events for new and existing employees
• Develops and maintains organizational communication to ensure employees have knowledge of training and development events and resources
• Runs reports and performs regular reviews (quality control audits) of the agency management system and client accounts
• Designs quality score programs and maintains a feedback mechanism for all service team employees
• Improves overall customer service quality results by conducting surveys and studying, evaluating, and re-designing processes and establishing and communicating service metrics and monitoring and analyzing results
• Develops internal customer service standards for addressing employee training related questions and requests from employees; manages effective internal client relationships
• Works with the Manager and Data Management to implement improvements and efficiencies and to establish training and development priorities
• Works with VP, National Service Operations to formulate and update procedure manual
• Performs other projects, duties, and tasks, as assigned.

Quality Control Analyst, Systems Trainer

• Serves as a point of contact for Relation’s largest, most complex clients.
• Monitors client questions, provides recommendations in partnership with the National Accounts Account Management Team on appropriate coverage changes and/or contractual requirements.
• Identifies, researches and provides resolution for standard client issues.
• Provides support to the National Accounts Account Management team in the remarketing of renewals to ensure a high level of account retention.
• Creates proposals as directed by the Account Manager.
• May review policies received from carriers to ensure accuracy to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications.
• Facilitates the prompt response from carriers in an effort to work toward a settlement of all claims.
• Reviews policy audits and verifies their accuracy.
• Confirms necessary corrections between the client and the carrier are executed at the direction of the National Accounts Account Management team.
• Proactively communicates with client any significant audit differences.
• Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity at the direction of the National Accounts Account Management team.
• Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

Account Coordinator, National Accounts – Commercial Lines

Account Executive

• 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
• Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Recommends process improvements as needed
• Performs other projects, duties, and tasks, as assigned

Account Executive, National Accounts

• 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
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned

Account Manager – Commercial Lines

Account Manager – Commercial Lines, Transportation

• Maintains client files and ensures accurate account information
• Processes policy change requests
• Follows up on policy change requests/endorsements, checks endorsements for accuracy, processes completed endorsement and prepares for delivery
• Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System
• Enters and rates policies in carrier websites and orders new policies as needed
• Issues standard certificates of insurance, auto ID cards and other forms for policy holders
• Prepares policy cancellation/lost policy release forms and sends to clients
• Follows up on policy cancellations as needed
• Order motor vehicle reports “MVRs” and loss runs as directed
• Reviews and processes mail
• Acts as a backup for office phone calls and walk-in traffic as needed
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

Client Service Specialist – Personal Lines

• Supports new business strategy and revenue generation by evaluating referrals to assess alignment with High Net Worth (HNW) and Ultra High Net Worth (UHNW) criteria and facilities appropriate routing to Private Client or Personal Lines as needed.
• Develops and implements a renewal strategy based on potential and existing clients’ risks profiles, market conditions and carrier options, as requested.
• Analyzes markets, products, and coverage options to recommend optimal, competitively priced solutions tailored to client risk profiles.
• Manages end-to-end new business placement, including preparation, submission, follow-up, and documentation of applications, quotes, and carrier communications.
• Leverages strong carrier and underwriter relationships to negotiate favorable pricing and coverage terms for clients.
• Develops and delivers comprehensive proposals that clearly reflect recommended coverages, premiums, and underwriting outcomes.
• Collaborates with sales and service teams to align placement efforts with sales and service objectives.
• Adheres to legal and regulatory requirements in the insurance industry, ensuring all quotes and proposals comply with applicable laws and regulations.
• Stays up to date on industry trends, market conditions, and new insurance products to provide valuable insights and recommendations.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Special projects and other duties as assigned.

Risk Placement Specialist, High Net Worth – Personal Lines

• Assists with maintaining customer files and acts as the front-line administrative processor related to the day-to-day servicing of the client
• Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner
• Serves as secondary contact and internal back up for Account Manager
• Meets with clients and insurance company representatives as requested by Sales and Account Management teams
• Creates client monthly, quarterly and annual reports utilizing Relation templates and software
• Prepares other various reports as requested
• Assists client in developing and/or refining wellness programs including coordination of health fair vendor participation
• Assists with the preparation and assembling of proposals
• Assists with development of all marketing, communication, and presentation materials including client’s employee benefits guides, communication materials and enrollment
• Develops and maintains carrier files with all updated contracts and correspondence
• Provides support for the research and preparation of communication materials distributed to clients regarding government and legal compliance issues and or requirements
• Performs other projects, duties, and tasks, as assigned

Life Insurance Sales Advisor

Client Service Specialist – Commercial Lines

Senior Manager – Aviation

Client Service Specialist – Commercial Lines

Risk Advisor – Commercial Lines

Account Manager – Personal Lines

Senior Account Manager – Commercial Lines

Quality Control Analyst, Systems Trainer

Account Coordinator, National Accounts – Commercial Lines

Account Executive, National Accounts

Account Manager – Commercial Lines

Account Manager – Commercial Lines, Transportation

Client Service Specialist – Personal Lines

Risk Placement Specialist, High Net Worth – Personal Lines

Client Service Specialist – Employee Benefits