Jobs at Relation Insurance Services

Supports commercial insurance policy placement through application and submission preparation, carrier follow-up, document collection, quote compilation, proposal assistance, renewal administration, and policy record maintenance. Coordinates with sales, service teams, carriers, and clients while ensuring accurate documentation, regulatory compliance, and timely communication. Uses AMS, ImageRight, Microsoft Office, and emerging AI solutions to support efficient client service.

Supports commercial insurance sales and renewal placement by developing renewal strategies, researching carrier options, negotiating terms, maintaining policy documentation, and coordinating with sales, service teams, carriers, and clients. The role focuses on placing coverage, improving retention, ensuring regulatory compliance, managing renewal administration, and delivering client service through effective communication, analysis, and technology adoption.

Manages client relationships for small commercial insurance accounts, advising on coverage, risk management, renewals, claims, audits, and policy changes. Acts as a field underwriter, evaluates risks, binds coverage, prepares proposals and policy documentation, and coordinates with carriers and claims teams. The role also supports retention, process improvements, client presentations, and technology adoption while maintaining expertise in commercial insurance products and regulations.

Manages client relationships for personal lines insurance accounts, advising on coverage, risk management, renewals, claims, policy audits, and insurance products. Serves as a field underwriter, prepares proposals and policy documentation, coordinates carrier interactions, resolves complex service issues, and supports client retention. Requires a Property and Casualty license, insurance account management experience, strong communication and analytical skills, Microsoft Office proficiency, and travel to client sites.

Manages large commercial insurance accounts as the primary client contact, advising on coverage, exposures, renewals, claims, audits, and policy changes. Develops insurance plans, prepares proposals and risk analyses, binds coverage, maintains client relationships, and supports retention and new business opportunities. Coordinates account teams, resolves complex service issues, ensures accurate documentation, and identifies process improvements. Requires commercial lines expertise, a Property and Casualty license, strong communication and analytical skills, and 7+ years of insurance account management experience.

Leads Relation Insurance’s enterprise data engineering and analytics function, owning data strategy, architecture, pipelines, governance, quality, reporting, and AI-enabled workflows. The role requires hands-on development in SQL, Python, and PySpark, executive communication, technical team leadership, lakehouse architecture, Power BI modeling, production support, and secure data management. The director also directs AI coding agents, builds LLM-powered workflows, establishes engineering standards, and delivers reliable data products aligned with business priorities.

Leads regional operations for an insurance brokerage, overseeing strategy, service delivery, controls, reporting, risk management, financial performance, process improvement, change initiatives, acquisition integration, and team development. Partners with regional and shared-services leadership to improve scalability, profitability, compliance, client experience, and operational consistency across multiple offices and business lines.

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.

Manages commercial insurance client relationships, advises on coverage and risk management, develops insurance plans, binds coverage, handles renewals and retention, prepares proposals and policy documents, supports claims, reviews audits, resolves complex service issues, and recommends process improvements. The role requires advanced commercial-lines knowledge, a property and casualty license, strong communication and analytical skills, Microsoft Office proficiency, and travel to client sites.

Manages personal and small commercial insurance accounts by building client relationships, assessing coverage and risk needs, preparing new business and renewal proposals, securing existing business, and identifying additional sales opportunities. The role analyzes account exposures, coordinates internal resources, maintains policy documentation, ensures timely renewals, supports compliance, and adopts technology to improve client service.

Generates new commercial insurance business through consultative sales, develops prospect pipelines, expands existing accounts, and maintains profitable client relationships. Advises clients on coverage, risk exposures, loss control, and claims advocacy while coordinating transitions to account management teams. Builds industry expertise, presents recommendations, tracks sales activity, analyzes market trends, and communicates with clients, carriers, and internal leadership. Requires a maintained Property and Casualty Insurance License and knowledge of complex commercial coverage, insurance markets, rating, and underwriting.

Supports commercial insurance sales and retention by developing renewal strategies, researching carriers and coverage options, negotiating renewal terms, coordinating with sales and service teams, maintaining policy documentation, and ensuring regulatory compliance. The role builds carrier and client relationships, identifies coverage and retention opportunities, manages renewal administration, and adopts AI-enabled technologies. A current Property and Casualty license and at least seven years of risk placement experience are required.

Manages large commercial insurance accounts as the primary client contact, advising on coverage, exposures, renewals, claims, audits, and policy changes. Designs insurance plans, binds coverage, prepares proposals and risk analyses, resolves complex service issues, and drives retention and new business opportunities. Coordinates account teams, ensures accurate documentation and timely renewals, monitors industry developments, and may direct others. Requires a Property and Casualty license and extensive commercial lines experience.

Manages complex commercial insurance accounts, develops coverage and risk-transfer strategies, supports underwriting and renewals, and builds client relationships. The role drives new business and retention goals, analyzes risks and coverage gaps, prepares proposals and quotations, assists with claims, reviews policies and audits, and educates clients. Requires commercial lines expertise, client-site travel, advanced Microsoft Office skills, a state Property and Casualty license, and at least seven years of insurance experience.

Leads the strategic growth, operations, and service delivery of a regional Personal Lines insurance department. Oversees department management, develops business strategies, mentors teams, monitors performance, ensures regulatory compliance, manages risks, and builds relationships with clients, carriers, and senior stakeholders. The Director also drives workflow improvements, adopts innovative technology, and provides leadership with performance reporting and data-driven recommendations.

Develops and supports SQL-based ETL processes, data integrations, interfaces, and automated workflows for third-party administrator systems. Monitors data quality and integration performance, troubleshoots failures, performs validation and reconciliation, documents technical processes, and improves workflow automation. Partners with technical and operational teams to resolve data issues, support implementations, maintain SOC controls, and ensure audit readiness.

Leads complex and strategic client accounts as a trusted advisor, driving satisfaction, retention, renewals, and growth. Analyzes claims, utilization, financial, and reporting data to recommend cost-containment and plan-performance improvements. Coordinates internal teams, carriers, vendors, and partners to resolve escalated issues, oversees account deliverables, and provides guidance to Account Executives. Advises clients on self-funded health plans, TPA operations, market trends, and regulatory developments while leveraging reporting, AI, and automation tools.

Supports stop-loss insurance sales and renewal processes by coordinating opportunities, maintaining CRM records, tracking deliverables, preparing proposals, scheduling meetings, facilitating stakeholder communication, managing documentation, supporting prospecting, and coordinating new-client onboarding. The role ensures accurate, timely progression of sales activities while providing operational support to Risk Strategy and Sales teams.