Jobs at Relation Insurance Services

Serve as primary administrative contact for small business/personal lines accounts: manage policy documents, renewals, endorsements, audits, cancellations, carrier communication, and client inquiries. Support account management in remarketing renewals, prepare proposals, facilitate claim responses, and adopt proprietary technology to improve client service.

Serve as primary business contact and project manager for small commercial accounts. Build client relationships, analyze risks and coverage, develop program and renewal proposals, secure and expand business, manage service timelines, maintain accurate policy and electronic files, and adopt technology to deliver exceptional 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.

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.

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

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.

Manage client relationships for commercial insurance accounts: advise on coverage and risk management, bind coverage, prepare proposals and policies, handle renewals, assist with claims, perform policy audits, and adopt proprietary AI tools to improve client service 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.

Drive new insurance account production and sales within assigned accounts through consultative selling. Build and manage a qualified pipeline, meet revenue targets, present recommendations, identify risk exposures, recommend technical services, document activity in the sales system, transition sold clients to account teams, engage industry thought leadership, and use proprietary AI and technology to enhance sales.

The Risk Advisor is responsible for sales activities in insurance, client relationship management, market research, and risk assessment.

Responsible for new insurance account production and sales, educating clients, maintaining relationships, and ensuring proper coverage while managing client accounts and documentation.

Serve as primary claims advisor for large commercial accounts: report and manage claims, coordinate review meetings, provide analytics and strategic guidance, advocate for clients, communicate with carriers and adjusters, analyze reserves and trends, identify risk-control opportunities, maintain claim files, and leverage technology to improve efficiency.

Manage and develop strategy for commercial insured accounts, place and bind coverage, analyze risk, remarket renewals, prepare proposals and loss evaluations, assist with claims and audits, educate clients on coverage, maintain files, adopt agency technology/AI tools, and mentor team members to meet sales and retention goals.

Manage client relationships for commercial lines insurance: advise on coverage and risk management, bind coverage, prepare proposals and policy documents, handle renewals and claims support, and incorporate technology to improve service and retention.

Provide high-accuracy administrative and project support to the sales team and Director. Manage calendars, communications, meeting materials, client travel, presentations, minutes, and action items. Mentor administrative staff, serve as liaison to accounts, back up client support systems, and ensure deadlines, confidentiality, and quality across sales initiatives.

Manage client relationships for commercial lines insurance: advise on coverage and risk management, bind coverage, lead renewals and remarketing, prepare proposals and policy documents, assist with claims and audits, and adopt proprietary AI and other technology to improve client service and retention.

The Account Coordinator manages policy documents, client queries, and renewals, ensuring accurate service and communication with clients and carriers.

Serve as the primary client contact for Relation's largest national accounts, advising on commercial property and casualty coverage, risk management, and renewals. Prepare proposals, loss evaluations, binders, certificates, and endorsements; manage remarketing and retention; conduct policy reviews and audits; resolve complex service issues; adopt proprietary AI and other technologies to improve client service.