Relation Insurance Services

HQ
Chicago
Total Offices: 4
728 Total Employees
Year Founded: 2007

Jobs at Relation Insurance Services

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16 Hours AgoSaved
In-Office or Remote
Petaluma, CA, USA
Fintech • Insurance • Software • Financial Services
Manages complex commercial insurance accounts, develops coverage and risk-transfer strategies, serves as the primary client contact, supports renewals and claims, evaluates risks and losses, binds coverage, prepares proposals, and builds client relationships to drive retention and new business. The role requires commercial lines expertise, insurance licensing, strong communication, advanced Microsoft Office skills, and travel to client sites.
Fintech • Insurance • Software • Financial Services
Supports commercial insurance sales and retention by developing renewal strategies, researching carrier options, negotiating terms, placing policies, and maintaining policy documentation. The role collaborates with sales and service teams, manages carrier and client relationships, ensures regulatory compliance, identifies coverage opportunities, and uses technology to improve service. A state Property and Casualty license and at least seven years of risk placement experience are required.
9 Days AgoSaved
In-Office
6 Locations
Fintech • Insurance • Software • Financial Services
Manages commercial insurance client relationships, advises on coverage and risk management, develops insurance plans, binds coverage, manages renewals, prepares proposals and policy documents, supports claims, reviews audits, and resolves complex service issues. Requires strong commercial lines expertise, client communication, analytical skills, and proficiency with Microsoft Office and emerging technology.
9 Days AgoSaved
In-Office
5 Locations
Fintech • Insurance • Software • Financial Services
Manages commercial insurance client relationships, advises on coverage and risk management, develops insurance plans, binds coverage, handles renewals and remarketing, prepares proposals and policy documentation, supports claims reporting, conducts policy reviews and audits, resolves complex service issues, and recommends process improvements. The role requires a Property and Casualty license, commercial insurance expertise, strong communication and analytical skills, Microsoft Office proficiency, and travel to client sites.
9 Days AgoSaved
In-Office or Remote
6 Locations
Fintech • Insurance • Software • Financial Services
Manages commercial insurance client relationships, advises on coverage and risk management, develops insurance plans, binds coverage, manages renewals, prepares proposals and policy documents, supports claims, reviews audits, and resolves complex service issues. Requires commercial lines expertise, a Property and Casualty license, strong communication and analytical skills, Microsoft Office proficiency, and the ability to travel to client sites.
Fintech • Insurance • Software • Financial Services
Manages budgeting, forecasting, financial modeling, month-end close activities, profitability analysis, capital planning, and financial reporting for business units. Advises departments on financial impacts, explains performance variances, prepares materials for executives, lenders, and the board, supports audits, and conducts ad hoc analyses. The role also drives process improvements, collaborates cross-functionally, and may lead and mentor finance team members.
Fintech • Insurance • Software • Financial Services
Manages insurance portfolios for high-net-worth clients, assessing complex personal insurance needs and designing coverage for luxury homes, vehicles, jewelry, fine art, and collectibles. Provides risk management advice, handles renewals, endorsements, claims, and client service issues, negotiates with carriers, and drives retention and new business. Maintains regulatory compliance, conducts portfolio reviews, and may direct others while using technology to deliver superior service.
15 Days AgoSaved
In-Office
3 Locations
Fintech • Insurance • Software • Financial Services
Manages client relationships for small commercial insurance accounts, advising on coverage, risk management, renewals, claims, audits, and policy changes. Acts as a field underwriter, prepares proposals and policy documentation, supports account retention, and coordinates with carriers and claims teams. The role requires commercial lines expertise, a Property and Casualty license, strong communication and analytical skills, proficiency in Microsoft Office, and the ability to travel to client sites.
17 Days AgoSaved
In-Office
Tulsa, OK, USA
Fintech • Insurance • Software • Financial Services
Coordinates commercial insurance account servicing, including policy documents, renewals, endorsements, audits, cancellations, client requests, carrier communications, and account retention support. Maintains accurate client files, prepares renewal proposals, resolves routine issues, and supports the Account Management team. Requires commercial lines insurance knowledge, a Property and Casualty license, strong communication and analytical skills, Microsoft Office proficiency, and the ability to travel to client sites.
Fintech • Insurance • Software • Financial Services
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.
25 Days AgoSaved
In-Office or Remote
Fresno, CA, USA
Fintech • Insurance • Software • Financial Services
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.
Fintech • Insurance • Software • Financial Services
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.
29 Days AgoSaved
In-Office
3 Locations
Fintech • Insurance • Software • Financial Services
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.
One Month AgoSaved
In-Office
2 Locations
Fintech • Insurance • Software • Financial Services
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.
One Month AgoSaved
In-Office
2 Locations
Fintech • Insurance • Software • Financial Services
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.
Fintech • Insurance • Software • Financial Services
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.
One Month AgoSaved
In-Office
Dallas, TX, USA
Fintech • Insurance • Software • Financial Services
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.
One Month AgoSaved
In-Office
5 Locations
Fintech • Insurance • Software • Financial Services
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.
One Month AgoSaved
In-Office or Remote
Tulsa, OK, USA
Fintech • Insurance • Software • Financial Services
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.
One Month AgoSaved
In-Office or Remote
Tulsa, OK, USA
Fintech • Insurance • Software • Financial Services
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.