Relation Insurance Services

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.

Employee Benefits, Risk Advisor

• 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
• Has a keen sense of humor, a competitive drive and winning spirit
• Performs other projects, duties, and tasks, as assigned.

Risk Advisor – Employee Benefits

Accounts Receivable

• Reviews all Banking Transactions for appropriate documentation
• Accurately applies Cash Receipts in accordance with Customer payment
• Responds to all internal and external requests and inquiries in a timely manner
• Partners with internal Account Managers to clear Cash on Account and collaborates to research and respond to discrepancies with Customer payments and invoicing
• Processes refunds of premium and correspondence relating to refunds
• Reconciles carrier statements, researches and corrects discrepancies on Net Return Premium
• Partners with the Accounting team on month end closing
• Maintains files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
• Oversees Trust Bank Accounts
• Creates and maintains correspondence for the payment of administrative fees, commissions, access fees and overpayments
• May train new employees regarding Relation Accounting processes and procedures
• Identifies and recommends process improvements as needed
• Performs other projects, duties, and tasks, as assigned.

Premium Accountant, Accounts Receivable

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 – Personal Lines

• Manages the overall client relationship by providing strategic advice on coverage, risk management and business needs
• Addresses client inquiries and provides guidance on appropriate coverage changes and contractual requirements
• Educates 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
• Strategically manages the remarketing of renewals to ensure high account retention rates
• Oversees the preparation of client proposals, ensuring timely and accurate quotations and policies
• Communicates various billing and invoicing options
• Prepares comprehensive summaries of insurance and related documents to support client needs
• Assists clients in submitting first reports of claims
• Conducts thorough policy reviews during renewals and audits
• Stays informed about industry developments and recommends process improvements as needed
• Quickly identifies and resolves complex client service issues.

Account Manager – Commercial Lines

Client Services Representative

• 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.
• Performs other projects, duties, and tasks, as assigned.

Client Service Specialist – Personal Lines

• Manage overall client relationships by providing strategic advice on coverage and risk management
• Serve as the main point of contact for clients, addressing inquiries and providing guidance
• Partner in the strategic development of insurance plans tailored to client needs
• Act as field underwriter and authorized representative of insurance carriers
• Oversee preparation of client proposals, ensuring timely and accurate quotations
• Communicate billing and invoicing options
• Prepare summaries of insurance and related documents to support client needs
• Assist clients in submitting first reports of claims
• Conduct thorough policy reviews during renewals and audits
• Review cancellation requests and attempt to retain client accounts
• Stay informed about industry developments and recommend process improvements

• Serve as front-line administrative processor
• Develop professional business relationships with all clients
• Assist in managing client expectations
• Quickly identify and resolve basic client service issues
• Support account management staff
• Act as the ambassador of Relation culture to clients

Client Service Specialist – Commercial Lines

Vice President

• Provides strategic leadership in driving client satisfaction and business growth across assigned Region’s client service teams
• Serves as an advisor to Senior Regional and Executive Leadership while negotiating and implementing changes across their area of responsibility
• Leads with a focus on fostering innovation, maintaining competitive market positioning, and increasing revenue
• Develops and executes a client service strategy that aligns with the firm’s overarching goals, driving growth, and innovation
• Builds and sustains high-performing client service teams by mentoring and empowering leaders to drive performance and innovation
• Leads the design and implementation of scalable operations frameworks that ensure consistency, efficiency, and adaptability across regions and markets
• Establishes a robust ecosystem of training, workflows, and quality assurance to create a continuous improvement feedback loop that drives operational excellence
• Oversees carrier relationships from an operational and systems perspective, ensuring alignment with strategic goals and maximizing efficiency in service delivery
• Leverages deep market insights to maintain a competitive edge, fostering strong partnerships with clients and carrier markets while identifying emerging opportunities
• Partners with the Integration Team for acquisitions, ensuring seamless client experiences and operational continuity
• Drives strategic oversight of service center books of business, ensuring alignment with client strategy and retention goals
• Fosters a culture of continuous improvement and innovation within the client service teams
• Acts as a change agent to ensure client service teams can successfully pivot to meet short and long-term business goals
• Champions use of analytical frameworks to identify growth opportunities and establish / monitor Key Performance Indicators (KPIs) to drive informed business decisions for service process and procedure improvements
• Establishes the firm as an industry leader by staying ahead of market conditions, trends emerging technologies, and provides recommendations to senior leadership for improvements
• Ensures all service activities comply with industry regulations and internal policies
• Performs other projects, duties, and tasks, as assigned.

Vice President – Personal Lines

• Develops and executes a client service strategy that aligns with the firm’s overarching goals, driving growth, and innovation
• Builds and sustains high-performing client service teams by mentoring and empowering leaders to drive performance and innovation
• Leads the design and implementation of scalable operations frameworks that ensure consistency, efficiency, and adaptability across regions and markets
• Establishes a robust ecosystem of training, workflows, and quality assurance to create a continuous improvement feedback loop that drives operational excellence
• Oversees carrier relationships from an operational and systems perspective, ensuring alignment with strategic goals and maximizing efficiency in service delivery
• Leverages deep market insights to maintain a competitive edge, fostering strong partnerships with clients and carrier markets while identifying emerging opportunities
• Partners with the Integration Team for acquisitions, ensuring seamless client experiences and operational continuity
• Drives strategic oversight of service center books of business, ensuring alignment with client strategy and retention goals
• Fosters a culture of continuous improvement and innovation within the client service teams
• Acts as a change agent to ensure client service teams can successfully pivot to meet short and long-term business goals
• Champions use of analytical frameworks to identify growth opportunities and establish / monitor Key Performance Indicators (KPIs) to drive informed business decisions for service process and procedure improvements
• Establishes the firm as an industry leader by staying ahead of market conditions, trends emerging technologies, and provides recommendations to senior leadership for improvements
• Ensures all service activities comply with industry regulations and internal policies

Vice President – Commercial Lines

• Process policy endorsements, renewals, cancellations, and maintain accurate account records
• Order renewal policies, verify against proposals, and process them in the Agency Management System
• Enter and rate policies on carrier websites and order new policies as needed
• Handle endorsements: enter on company websites, follow up with carriers, check for accuracy, bill endorsements and send to client
• Follow up on new business submissions with carriers not managed by Risk Placement Specialists
• Issue standard certificates of insurance and other forms for holders (e.g. EOP, Binders)
• Monitor payment status of direct bill policies to prevent cancellations and notify Account Manager of risk
• Track claims and update the agency management system with activity, payments, and closures
• Verify audit accuracy, review with agency staff, bill audits, and send audit review letters to clients
• Order motor vehicle reports (MVRs) and loss runs as directed
• Review and process mail; act as backup for office phone calls and walk-in traffic
• Perform other projects, duties, and tasks as assigned

Client Service Specialist, Commercial Lines

• Executes all administrative tasks related to account management and policy servicing, including processing policy endorsements, renewals, cancellations, and maintaining accurate account records.
• 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.
• Performs other projects, duties, and tasks, as assigned.

• Serves as the main point of contact for clients, addressing inquiries and providing guidance on coverage changes and contractual requirements.
• Partners in the strategic development of insurance plans tailored to client needs.
• Acts as field underwriter and authorized representative of carriers to assess and bind coverage as appropriate.
• Strategically manages remarketing of renewals to ensure high account retention rates.
• Prepares client proposals, submissions, loss evaluations, and risk analyses; ensures timely and accurate quotations and policies.
• Communicates billing and invoicing options to clients.
• Prepares summaries of insurance and schedules; produces binders, certificates, policies, endorsements, and related documents.
• Assists clients in submitting first reports of claims and coordinates adjusters or claims team visits.
• Facilitates carrier responses to expedite claim settlements.
• Conducts policy reviews during renewals and audits; verifies accuracy and executes necessary corrections.
• Communicates significant audit discrepancies to clients and determines further action.
• Reviews cancellation requests, attempts to retain accounts while maintaining company financial integrity.
• Stays informed about industry developments, new products, legislation, coverage options, and technology.
• Recommends process improvements and resolves complex client service issues.
• Performs other projects, duties, and tasks as assigned.

• 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

• Execute all administrative tasks related to account management and policy servicing, including processing policy endorsements, renewals, cancellations, and maintaining accurate account records
• Order renewal policies, verify them against proposals, and process them in the Agency Management System
• Handle endorsements including entering on company websites, follow up on endorsements not received from carriers, check endorsements for accuracy, bill endorsements and send to client
• Follow up on new business submissions with carriers not managed by Risk Placement Specialists
• Enter and rate policies in carrier websites and order new policies as needed
• Issue standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
• Monitor payment status of direct bill policies to prevent cancellations and notify the Account Manager if there is a risk of cancellation due to non-payment
• Track claims and update the agency management system with activity, payments, and closures
• Verify audit accuracy, review with agency staff, bill audits, and send audit review letter to clients
• Order motor vehicle reports "MVRs" and loss runs as directed
• Review and process mail
• Act as a backup for office phone calls and walk-in traffic as needed
• Perform other projects, duties, and tasks, as assigned

Client Service Specialist - Commercial Lines

The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts.
Conducts research in the market and develops a base of business to educate, promote and sell insurance services.
Keeps current on business community activities to obtain leads for business development activities and maintains and services a profitable book of insurance business for existing clients.
Projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.
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.
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) and closes new business, documenting won/loss opportunities.
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.
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.

Employee Benefits, Risk Advisor

Risk Advisor – Employee Benefits

Premium Accountant, Accounts Receivable

Account Manager – Personal Lines

Account Manager

Account Manager – Commercial Lines

Client Service Specialist – Personal Lines

Account Manager – Personal Lines

Client Service Specialist – Commercial Lines

Vice President – Personal Lines

Vice President – Commercial Lines

Client Service Specialist, Commercial Lines

Client Service Specialist – Commercial Lines

Account Manager – Commercial Lines

Account Manager – Commercial Lines

Client Service Specialist - Commercial Lines

Account Manager – Commercial Lines

Risk Advisor - Employee Benefits