Relation Insurance Services Benefits Overview

Supports commercial insurance sales and renewal placement by developing renewal strategies, researching carrier options, negotiating terms, maintaining policy documentation, and coordinating with sales, service teams, carriers, and clients. The role focuses on placing coverage, improving retention, ensuring regulatory compliance, managing renewal administration, and delivering client service through effective communication, analysis, and technology adoption.

Manages client relationships for personal lines insurance accounts, advising on coverage, risk management, renewals, claims, policy audits, and insurance products. Serves as a field underwriter, prepares proposals and policy documentation, coordinates carrier interactions, resolves complex service issues, and supports client retention. Requires a Property and Casualty license, insurance account management experience, strong communication and analytical skills, Microsoft Office proficiency, and travel to client sites.

Manages client relationships for small commercial insurance accounts by advising on coverage, risk management, renewals, claims, audits, and policy requirements. Acts as a field underwriter and carrier representative, prepares proposals and insurance documentation, supports claim reporting, and works to retain accounts. The role requires commercial lines expertise, client presentation skills, insurance licensing, proficiency with Microsoft Office, and travel to client sites.