Jobs at Relation Insurance Services

Provide day-to-day servicing for personal lines accounts: act as client contact, process policy documents/endorsements, support renewals and remarketing, resolve standard client issues, review audits and cancellations, coordinate with carriers on claims and corrections, and adopt proprietary AI and other technology to improve service.

Lead and coach regional sales producers to meet growth targets: recruit, manage performance (PIPs), develop pipelines, close large deals, drive cross-sell, deploy sales incentives, and maintain carrier relationships. Oversee regional budgets, forecasting, and service performance while visiting offices and leveraging technology. Requires travel and industry-specific licenses.

Manage relationships and insurance portfolios for high-net-worth clients. Assess needs for luxury homes, vehicles, art and collectibles; design customized coverage; handle renewals, endorsements, claims advocacy, carrier negotiations, and regular portfolio reviews. Provide risk management advice, use proprietary AI and software tools, ensure regulatory and company compliance, and travel to client sites as needed.

The Risk Advisor is responsible for sales activities, client engagement, developing business strategies, and maintaining a profitable book of insurance business. They assess risks, recommend solutions, and build strong client relationships.

The Account Manager oversees client relationships in personal lines insurance, providing strategic coverage advice, managing renewals, and ensuring client satisfaction through effective communication and service delivery.

Prepare and reconcile general ledger accounts, monthly bank reconciliations, revenue/commission analyses, and journal entries for assigned business units. Support month-end close, year-end audit schedules, resolve sub-ledger discrepancies, manage commission posting and collections, and assist with ad hoc financial reporting, process documentation, and internal control improvements.

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.

Provide high-level administrative support to a Regional Leadership Team: manage complex schedules, correspondence, meetings, travel, expenses, filing, and assigned projects while maintaining confidentiality and improving workflows.

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

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 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.

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

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 is responsible for acquiring new insurance accounts, maintaining existing client relationships, and providing consultative sales for insurance services.

The Account Manager provides strategic advice on coverage and risk management, manages client relationships, and oversees insurance program alignment with clients' growth plans.

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

The Risk Advisor is responsible for new insurance account production, maintaining a profitable book of business, and providing tailored insurance solutions to clients through relationship management and sales activities.