Jobs at Relation Insurance Services

Supports commercial insurance policy placement through application preparation, carrier communication, market submissions, document collection, quote compilation, proposal assistance, renewals administration, and accurate policy record maintenance. Ensures regulatory compliance, responds to inquiries, provides carrier information, and uses insurance management systems and AI-enabled tools. Requires strong organization, communication, customer service, and multitasking skills, along with an active Property and Casualty license.

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.

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.

Manage client relationships for personal lines insurance: advise on coverage and risk management, act as field underwriter, prepare proposals and bind policies, handle renewals, audits, and claims coordination, and adopt technology to improve service.

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.

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.

Support FP&A for business units by building and maintaining financial models, budgeting, forecasting, month-end close support, variance analysis, and reporting. Provide recommendations, ad hoc analyses, audit support, and collaborate cross-functionally to improve processes, automation, and analytic accuracy to support business decision-making.

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.