Relation Insurance Services

Manage client accounts by providing strategic insurance advice, overseeing policy renewals, claims assistance, and ensuring policy accuracy. | Minimum 5 years in commercial lines account management with a Property and Casualty License and strong analytical and communication skills. | WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures Partners in the strategic development of insurance plans tailored to client needs. Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. Strategically manages the remarketing of renewals to ensure high account retention rates. Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options. Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements. Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action. Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity. Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. Recommends process improvements as needed. Quickly identifies and resolves complex client service issues. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM). High school diploma or equivalent required. Four-year degree preferred. Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required. Bilingual (Spanish/English) a plus or a must in some locations. Strong analytical and mathematical skills. Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? Competitive pay. A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. Career advancement and development opportunities. . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. . $43,000.00 - $93,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.

Achieving revenue targets through consultative sales, developing client relationships, and managing sales pipelines. | Requires a Life and Health License, 2+ years of insurance sales experience focused on Employee Benefits, strong communication and presentation skills, and familiarity with insurance products and markets. | Job Description: • Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s). • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met. • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources. • Documents new business activity in the appropriate system(s). • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time. • Develops and presents recommendations to clients based on consultative selling approach. • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. • Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams. • Seamlessly transitions sold clients to the designated client service/account management team. • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers. • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence. • Performs other projects, duties, and tasks, as assigned. Requirements: • A Life and Health License from state of domicile is required and must be maintained. • A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required. • College degree preferred with preference given to individuals with experience in Risk Management. • Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI). • Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. • In-depth understanding of complex employee benefits lines of coverage. • Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co-workers, underwriters, vendors and others. • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). • Must be computer literate with the ability to learn new software applications. • Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures. • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. • Ability to prioritize and handle multiple tasks in a demanding work environment. • Ability to work independently and on a team. Benefits: • Competitive pay. • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs. • 401K. • Employee assistance programs. • Paid time off. • Paid holidays. • Career advancement and development opportunities.

Support and optimize insurance brokerage systems, manage data migration, and collaborate on data governance initiatives. | Minimum 5 years' experience in insurance brokerage systems management, extensive experience with AMS360 and ImageRight preferred, excellent communication skills, and strong organizational abilities. | WHAT WE’RE LOOKING FOR The Analyst, Systems and Data is responsible for supporting the management of Relation’s core internal account management systems (AMS), including design, best practices, and workflows. The individual in this role must have a strong acumen for AMS360/ImageRight and a clear understanding of how to best deploy these tools as part of a broader integration strategy. The position will require teamwork and active collaboration with business leaders representing various departments, including IT, Service, Broking, and Operations. A GLIMPSE INTO YOUR DAY Supports and implements core business decisions related to AMS design, setup, and implementation. Drives a streamlined data migration process for new acquisitions integrating into Relation’s instance of AMS360. Identifies opportunities to optimize or expand the utilization of AMS capabilities to support the objectives of the business. Supports high-priority workstreams associated with Relation’s data governance and quality enhancement efforts. Strategically partners with 3rd party providers where necessary to automate or outsource repetitive administrative tasks into the data governance process. Builds relationships with new acquisitions to support smooth and collaborative data integration efforts. Special projects and other duties as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE High school diploma or equivalent required. Minimum 5 years’ proven experience in insurance brokerage systems management. College degree in a related field highly preferred. 7 to 10+ years of experience managing insurance brokerage systems. Extensive experience with AMS360 and ImageRight highly preferred. Highly proficient in agency management systems. Excellent communication and interpersonal skills; expresses thoughts and ideas clearly, both verbally and in writing to address all levels within the organization; establishes trust and confidence quickly. Strong organizational/time management skills. Ability to communicate appropriately and build professional relationships with individuals at all levels of the organization. Willingness to adhere to all principles of confidentiality. Ability to represent the company in a professional manner to both internal and external customers and clients. WHY CHOOSE RELATION? Competitive pay. A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. Career advancement and development opportunities. . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. . $0.00 - $0.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.