Jobs at Relation Insurance Services

Manage client relationships for personal lines insurance, advise on coverage and risk, bind coverage, handle renewals and claims support, prepare proposals and policy documents, conduct audits and policy reviews, and adopt new technologies to improve service and retention.

Lead recruitment and growth strategy to source, attract, and onboard top sales talent for Relation Insurance. Build pipelines, manage agencies, design sourcing campaigns (cold outreach, social, job boards), partner with sales and marketing, conduct preliminary interviews, ensure compliance, track recruiting metrics, and represent the company at events.

Manage client relationships for small commercial insurance accounts, advise on coverage and risk management, bind coverage as field underwriter, oversee renewals, prepare proposals and policy documents, assist with claims, conduct audits and policy reviews, and adopt technology including proprietary AI to improve service and retention.

Serve as primary client contact for large commercial accounts, manage renewals and remarketing, design insurance programs, bind coverage, perform risk analyses, produce policy documentation, facilitate claims, lead audits, and adopt proprietary AI and technology to improve client service and retention.

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.

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 Claims Examiner verifies, adjusts, and resolves insurance claims, ensuring accuracy and compliance with regulations while communicating with clients and stakeholders.

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 Placement Specialist develops renewal strategies, negotiates terms with insurance carriers, conducts market research, and collaborates with sales teams to enhance client satisfaction and retention while ensuring compliance with industry regulations.

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.

Identify in-force life insurance policies with retention or review opportunities, generate and maintain reports, coordinate outreach and scheduling, document contact activity, support licensed representatives for advice, provide customer service to agents and clients, and maintain tracking in spreadsheets/systems while using HubSpot, carrier portals, and proprietary AI tools.

Provide administrative and operational support including scheduling, reception management, client-facing customer service, project communication and documentation, presentation assembly and review, meeting note-taking, and miscellaneous office tasks to ensure efficient day-to-day business operations.

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

Manage insurance portfolios for high-net-worth clients, design tailored coverage for luxury assets, advise on risk management, handle renewals, claims, and carrier negotiations, conduct portfolio reviews, maintain regulatory compliance, and adopt proprietary AI and technology to deliver superior client service.

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.

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.