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

Life Insurance Sales Advisor

Client Service Specialist – Commercial Lines

Senior Manager – Aviation