Relation Insurance Services Benefits Overview

Manage client relationships for personal lines insurance: provide coverage and risk advice, bind coverage, prepare proposals and policy documents, manage renewals and audits, assist with claims, and adopt proprietary AI tools to improve client service and retention.

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.

Leads national account risk placement activities for new and renewal commercial insurance business. Partners with sales and service teams, reviews applications, develops renewal strategies, prepares submissions and proposals, negotiates terms with carriers, and maintains carrier and client relationships. The role also mentors placement staff, oversees onboarding, supports hiring, ensures regulatory compliance, and uses AMS360, ImageRight, and AI tools to document and improve service processes.