Relation Insurance Services Benefits Overview

Coordinates commercial insurance account servicing, including policy documentation, renewals, endorsements, audits, cancellations, claims follow-up, client inquiries, and carrier communications. Supports remarketing and proposal preparation while maintaining accurate client files and ensuring timely issue resolution. Requires strong commercial-lines insurance knowledge, analytical and communication skills, proficiency with Microsoft Office and agency systems, and an active Property and Casualty license. Travel to client sites is required.

Coordinates commercial insurance account servicing, including policy documents, renewals, endorsements, audits, cancellations, claims follow-up, client communications, and carrier interactions. Supports account managers with renewal remarketing and proposal preparation while maintaining accurate files and documentation. Requires commercial lines insurance expertise, a state Property and Casualty license, strong analytical and communication skills, proficiency with Microsoft Office and agency systems, and the ability to travel to client sites.

Provides legal, regulatory, and compliance support for third-party administrator and center-of-excellence operations. Reviews contracts, conducts research, prepares regulatory filings, supports complaints, audits, subpoenas, and appeals, tracks licensing and renewals, maintains legal records, and coordinates approvals under attorney direction. The role requires knowledge of ERISA, HIPAA, COBRA, the Affordable Care Act, healthcare plan administration, and applicable state and federal requirements.