Relation Insurance Services
Teams at Relation Insurance Services
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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.
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.
