Relation Insurance Services Benefits Overview

Manages client relationships for small commercial insurance accounts by advising on coverage, risk management, renewals, claims, audits, and policy requirements. Acts as a field underwriter and carrier representative, prepares proposals and insurance documentation, supports claim reporting, and works to retain accounts. The role requires commercial lines expertise, client presentation skills, insurance licensing, proficiency with Microsoft Office, and travel to client sites.

Manages personal lines insurance client relationships, advises on coverage and risk management, assesses and binds coverage, manages renewals and retention, prepares proposals and policy documents, supports claims, conducts policy reviews and audits, resolves complex service issues, and recommends process improvements. Requires a Property and Casualty license, five years of insurance account management experience, strong communication and analytical skills, and proficiency with Microsoft Office.

Manage client relationships for personal lines insurance: advise on coverage and risk management, prepare proposals and bind policies, oversee renewals and remarketing, handle claims reporting, perform policy reviews and audits, adopt technology including proprietary AI, and resolve complex client service issues to maintain retention and satisfaction.