Jobs at Relation Insurance Services

The Account Manager oversees client relationships, providing strategic insurance advice, managing renewals, preparing proposals, and ensuring client needs are met. Responsibilities include policy reviews, claims assistance, and staying updated on industry trends.

The Risk Advisor generates new insurance clients, maintains existing accounts, and designs custom insurance plans while ensuring client education and satisfaction.

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.

The Risk Advisor is responsible for developing insurance accounts, maintaining client relationships, and designing custom insurance plans. Key responsibilities include soliciting new business, educating clients, managing documentation, and collaborating with the team for policy reviews and adjustments.

The Risk Advisor focuses on producing new insurance accounts, conducting market research, managing client relationships, and achieving sales objectives through consultative selling.

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.

Manage client relationships for personal lines insurance: advise on coverage and risk, bind coverage, prepare proposals and policy documents, manage renewals and claims support, perform audits, adopt proprietary AI tools, and drive client retention and process improvements.

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

Lead and manage regional sales producers: recruit, coach, evaluate performance, drive pipeline and large-deal closures, achieve regional revenue goals, coordinate with HR, broking, and operations, and travel as needed to build relationships and culture.

Lead execution, governance, and improvement of variable compensation programs; oversee calculations, reconciliations, controls, reporting, and integrations for acquisitions; partner with Sales and Finance; lead a team; drive process, system, and automation enhancements; ensure compliance, confidentiality, and audit-ready practices.

Provide in-house corporate legal support including negotiating, drafting, and reviewing vendor/carrier and real estate agreements; manage licensing and regulatory compliance (including insurance and HIPAA matters); handle claims, litigation, and regulatory inquiries; perform legal research and counsel; apply proprietary AI tools to legal workflows; advise on employment and contractor matters.

The Account Manager oversees high-net-worth clients' insurance portfolios, assessing needs, providing customized coverage plans, managing claims, and ensuring compliance with industry standards.

Lead new account production and sales activities for assigned accounts, develop and maintain a profitable book of business, build and manage a qualified sales pipeline, consultatively present insurance recommendations, assess client risk and benefits needs, transition clients to account teams, engage industry networks, document opportunities, and leverage technology and in-house services to support clients and close business.

Lead regional sales operations by developing and executing sales strategies, optimizing processes, deploying and championing Salesforce and sales technologies, mentoring teams, tracking KPIs, collaborating cross-functionally, and ensuring compliance to drive growth and improve sales performance.

Lead AMS360 data conversion projects: analyze source data, develop field-level mappings, execute and validate test conversions, reconcile data quality issues, use agentic AI to accelerate mapping/validation, maintain documentation, and support go-live activities under aggressive timelines.

The Account Manager oversees client relationships, providing strategic insurance advice, managing renewals, preparing proposals, and resolving service issues, ensuring client satisfaction and retention.

Support new business and renewal placement for High Net Worth and Ultra High Net Worth personal lines. Evaluate referrals, prepare and submit applications and proposals, negotiate with carriers, and develop renewal strategies. Collaborate with sales and service teams, ensure regulatory compliance, and use proprietary AI and other technologies to optimize placement and client outcomes.

Lead regional Personal Lines operations, set strategy, manage teams and departmental performance, ensure regulatory compliance, foster carrier and client relationships, implement process improvements and technology (including AI), and drive profitability and retention.

Manage client relationships for small commercial accounts: advise on coverage and risk management, bind and renew policies, prepare proposals and loss analyses, assist with claims, conduct audits and policy reviews, and adopt proprietary AI and technology to improve service and retention.

Business Development Associate role (details not provided). Posting includes compensation range, potential discretionary annual incentive, and an equal employment opportunity statement. Specific responsibilities and qualifications were not listed.