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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.

The Account Coordinator manages policy documents, client queries, and renewals, ensuring accurate service and communication with clients and carriers.