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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.

The Risk Advisor is responsible for acquiring new insurance accounts, maintaining client relationships, and achieving sales objectives through consultative selling and effective communication of complex insurance products.