Relation Insurance Services Benefits Overview

Supports commercial insurance sales and retention by developing renewal strategies, researching carrier options, negotiating terms, placing policies, and maintaining policy documentation. The role collaborates with sales and service teams, manages carrier and client relationships, ensures regulatory compliance, identifies coverage opportunities, and uses technology to improve service. A state Property and Casualty license and at least seven years of risk placement experience are required.

Leads regional operations for an insurance brokerage, overseeing strategy, service delivery, controls, reporting, risk management, financial performance, process improvement, change initiatives, acquisition integration, and team development. Partners with regional and shared-services leadership to improve scalability, profitability, compliance, client experience, and operational consistency across multiple offices and business lines.

Manages budgeting, forecasting, financial modeling, month-end close activities, profitability analysis, capital planning, and financial reporting for business units. Advises departments on financial impacts, explains performance variances, prepares materials for executives, lenders, and the board, supports audits, and conducts ad hoc analyses. The role also drives process improvements, collaborates cross-functionally, and may lead and mentor finance team members.