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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.

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.

The Corporate Legal Counsel provides legal support for business operations, drafts contracts, manages disputes, and ensures regulatory compliance.

The Risk Advisor is responsible for producing and selling new insurance accounts, maintaining client relationships, and assessing risk needs.

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.

The Risk Advisor is responsible for generating new insurance accounts, servicing clients, conducting market research, and maintaining a profitable business book while engaging with industry associations and demonstrating expertise.

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 Claims Auditor reviews claims for accuracy and compliance, documents audit findings, and supports quality assurance initiatives to enhance operational standards.

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.