Teams at Relation Insurance Services

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.