Relation Insurance Services

Account Manager

• Serves as the main point of contact for clients, addressing inquiries and providing guidance
• 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
• 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 schedules
• Assists clients in submitting first reports of claims
• Facilitates the prompt response from carriers to expedite claims settlements
• Conducts policy reviews during renewals and audits
• Reviews cancellation requests, determining reasons and attempting to retain client accounts
• Stays informed about industry developments, new products, and coverage options
• Recommends process improvements as needed
• Quickly identifies and resolves complex client service issues
• Fully adopts innovative technology into the service process
• Performs other projects and duties as assigned.

Account Manager – Commercial Lines

Manager

• Leads operational oversight and governance of variable compensation programs across automated and non-automated compensation workflows, ensuring accurate, complete, and timely payouts in accordance with plan provisions
• Serves as the senior escalation point for complex compensation issues
• Establishes and monitors operational controls, review procedures, documentation standards, and audit-ready practices
• Reviews and oversees monthly variable compensation calculations, reconciliations, adjustments, and payout reporting across responsible workstreams
• Partners with Sales, Finance, and leadership to support implementation and administration of commission and incentive plans
• Identifies, evaluates, and improves variable compensation processes
• Develops and delivers compensation reporting, dashboards, and leadership insights

Senior Manager, Variable Compensation

Analyst

• Designs, develops and prepares accurate and timely reports and analysis, providing financial guidance and general direction for influencing clients’ decisions and the achievement of strategic goals
• Gathers benefits information from a variety of sources, develops Request for Proposal (RFP) templates, coordinates responses from the carriers, inputs data and maintains all appropriate documentation
• Prepares draft presentation to client and team leadership
• Requests, analyzes and negotiates renewals for all line of coverage for Health & Welfare plans
• Conducts plan/benefit change analysis including but not limited to self-insured feasibility, CDHP feasibility & funding analysis
• Analyzes and assists in making recommendations on client strategy and cost containment initiatives
• Assists in preparing the Rate Development Templates, RFP analysis and templates for all lines of business
• Prepares and/or reviews monthly clients financial reports and plan performance monitors
• Develops benchmarking reports by gathering health benefits data to compare a client’s plan information to other companies by industry or geography and provide results to client in appropriate format
• Prepare ad-hoc reports as required
• 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

Benefits Analyst – Employee Benefits

Performance Marketing

• Leads AMS360 data conversion projects, working with subject matter experts, technical resources, and vendors to define conversion requirements and mapping standards
• Analyzes source-system data structures and develops detailed field-level mapping specifications for AMS360
• Executes and validates test conversions, reconciles results, and resolves data quality issues prior to production migration
• Utilizes agentic AI tools to accelerate data quality checks, mapping activities, validation processes, and documentation
• Creates and maintains conversion documentation, mapping rules, assumptions, data dictionaries, and issue logs
• Works closely with project teams to troubleshoot issues and develop solutions under aggressive project timelines
• Supports successful data integration, testing, and go-live activities by providing conversion expertise and working flexible hours as needed
• Provides regular status updates and proactively identifies and escalates risks to project leadership
• Takes ownership of project deliverables, ensuring conversion tasks are completed accurately and on schedule
• Supports data quality, cleansing, transformation, and normalization initiatives across multiple source systems
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.

Data Conversion Specialist

Sales Operations Manager

• Drives strategic sales initiatives for assigned region
• Optimizes Relation’s sales processes to achieve and exceed organizational goals
• Leads the development and execution of sales strategies
• Fosters producer success and ensures alignment with company objectives
• Oversees the deployment of sales tools and technologies
• Conducts in-depth analysis of sales processes to identify opportunities for innovation
• Establishes and monitors key performance indicators (KPIs)
• Collaborates with IT and other stakeholders to evaluate, select, and deploy sales tools
• Fosters a collaborative environment to enhance cross-functional initiatives
• Oversees training programs for sales teams
• Ensures compliance with industry regulations and ethical standards

Director, Sales Operations

Consultant

• Leads client teams' projects, deadlines and meetings utilizing project management tools.
• Ensures compliance with professional standards including use of templates, client calendar and peer review process.
• Develops employee communications strategy and oversees other team members in the execution of this strategy including management of open enrollment process.
• Responsible for establishing necessary 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.
• Works directly with the client and manages the request for proposal (RFP) process with the health insurance carriers and internal underwriter and account managers.
• Reviews the underwriter and/or account manager’s compilation of the health benefits information from a variety of sources responses from the carriers and provided data, reviews the transparency documents and maintains all appropriate documents in proper files.
• Peer reviews RFP information, analyzes and interprets the results, edits and finalizes the executive summary report to be sent to the client.
• Reviews claim and utilization data from insurance carriers on a consistent basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate.
• Creates client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation consultants.
• Develops benchmarking reports by gathering health benefits data to compare a client's plan information to other companies by industry or geography and provides the information to the client.
• Gathers necessary data from the vendor or client; reviews to ensure it is complete, accurate, and reasonable.
• Values medical, dental and prescription drug plan designs by entering plan design information to develop the relative cost differences between plan designs, in order to compare the client's current plan to alternative designs.
• Develops employee contributions scenarios by entering current employee medical contribution data into an Excel spreadsheet and projecting contributions to the next plan year, taking into account the cost-sharing goals of the client.
• Reviews external vendor contracts, summary plan documents and employee communications to ensure alignment with client expectations and legal requirements.
• Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy.
• Understands and demonstrates project management and consulting skills.
• Develops employee communication materials such as benefit brochures, open enrollment presentations, employee memos, etc.
• Recommends process improvements 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.

Senior Consultant – 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
• 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

• 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 a client advocate and a primary point of contact for assigned accounts
• Assists in managing client expectations, service commitments, and anticipates needs of the client
• Answers correspondence related to client’s employee benefit plans in a timely manner
• Documents all client interaction and updates client service logs
• Meets with clients and insurance company representatives as requested
• Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices
• Quickly identifies and resolves basic client service issues, conducting research, and resolving participant benefit issues
• Conducts research on billing issues on behalf of clients
• Coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes
• Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated
• Creates client monthly, quarterly and annual reports utilizing Relation templates and software
• Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports
• Manages open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings
• Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers
• Assists in the Request for Proposal (RFP) process by partnering with clients and ensuring timely responses from vendors
• Assists in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements
• Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made
• Assists with creating spreadsheets and premium allocations
• Prepares summaries of insurance with guidance from Account Manager and other service team members
• Recommends process improvements 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.

Account Coordinator – Employee Benefits

• Serves as a client advocate and primary point of contact.
• Manages and maintains relationships with high-net-worth clients.
• Assesses clients' unique insurance needs and designs tailored coverage options for luxury homes, vehicles, jewelry, fine art, and other high-value assets.
• Provides personalized risk management advice, helping clients mitigate risks and avoid potential liabilities.
• Handles policy renewals, endorsements, and changes in coverage, ensuring that clients’ assets are always adequately protected.
• Strategically remarkets renewals to maintain high account retention.
• Quickly identifies and resolves complex client service issues.
• Assists clients with claims, working closely with carriers to ensure prompt and fair resolution.
• Negotiates terms and pricing with insurance carriers to provide clients with the best coverage options.
• Conducts regular portfolio reviews with clients to ensure their coverage is aligned with their changing needs and lifestyle.
• Stays current on market trends, regulatory changes, and emerging risks specific to high-net-worth individuals.
• Ensures compliance with company policies, industry standards, and regulatory requirements.
• Recommends process improvements as needed.
• 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, High Net Worth – Personal Lines

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.
• 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 Executive – Commercial Lines

• 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 an 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.
• Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision-making, and deliver a best-in-class client experience.
• Performs other projects, duties, and tasks, as assigned.

Sales Executive – Entertainment

• Serves as a primary point of contact for incoming claims-related inquiries across large and complex commercial lines of business, delivering timely, accurate and professional support.
• Reports new claims to carriers in accordance with policy requirements and internal protocols, ensuring prompt and accurate claim setup.
• Coordinates, prepares, and actively participates in claim review meetings with insureds and carriers, providing insights, status updates, and strategic guidance.
• Works closely with Producers and Account Managers to deliver comprehensive claim updates, analytics, and supporting documentation to clients.
• Acts as a client advocate throughout the claims lifecycle to help ensure fair, efficient, and policy-compliant claim resolution.
• Drives communication between clients, carriers, adjusters, and other stakeholders to drive effective claim handling and timely outcomes.
• Analyzes claim activity, reserves, and documentation to identify trends, coverage considerations, potential issues, and follow-up actions.
• Partners with clients in identifying risk control and loss mitigation opportunities through coordination with internal resources and external vendors.
• Maintains accurate, organized, and up-to-date claim files within agency management systems and other applicable platforms.
• Leverages available technology, including data analytics and AI-enabled tools, to enhance service delivery, reporting accuracy, and operational efficiency.
• Provides input on departmental workflows, processes, and service enhancements to improve client experience and operational effectiveness.
• Performs other projects, duties, and tasks, as assigned.

Senior Claims Consultant, 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
• 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
• 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, National Accounts

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

Account Manager – Commercial Lines

Senior Manager, Variable Compensation

Benefits Analyst – Employee Benefits

Data Conversion Specialist

Director, Sales Operations

Senior Consultant – Employee Benefits

Account Manager – Personal Lines

Account Coordinator – Employee Benefits

Senior Account Manager, High Net Worth – Personal Lines

Account Executive – Commercial Lines

Sales Executive – Entertainment

Senior Claims Consultant, National Accounts

Account Manager, National Accounts

Client Service Specialist – Commercial Lines

Account Manager – Commercial Lines