Relation Insurance Services Benefits Overview

The Account Manager oversees client relationships, advising on coverage, managing renewals, preparing proposals, and addressing client needs in the insurance industry.

The Risk Advisor focuses on new insurance account production, maintains client relationships, designs custom insurance plans, and conducts business development activities to drive sales success.

Drive sales of life and annuity insurance through wholesale channels by building broker/agency relationships, delivering product knowledge and training, managing underwriting and policy issuance, tracking sales performance, and providing post-sale support while ensuring regulatory compliance.