Teams at Relation Insurance Services

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.