Relation Insurance Services Benefits Overview

Manage client relationships for small commercial insurance accounts, advise on coverage and risk management, bind coverage as field underwriter, oversee renewals, prepare proposals and policy documents, assist with claims, conduct audits and policy reviews, and adopt technology including proprietary AI to improve service and retention.

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.

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.