Jobs at Relation Insurance Services

Manage client relationships for small commercial accounts: advise on coverage and risk management, bind and renew policies, prepare proposals and loss analyses, assist with claims, conduct audits and policy reviews, and adopt proprietary AI and technology to improve service and retention.

The Risk Advisor is responsible for acquiring new insurance accounts, maintaining client relationships, and achieving sales objectives through consultative selling and effective communication of complex insurance products.

Manage client relationships for commercial insurance accounts: advise on coverage and risk, prepare proposals and bind coverage, oversee renewals and audits, assist with claims, produce policy documents and certificates, and adopt technology including proprietary AI to improve service and retention.

Support sales by developing and executing renewal strategies, negotiating with carriers, conducting market research, placing commercial lines policies, maintaining documentation, and improving client retention through service and risk management recommendations.

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.

The Risk Advisor generates new insurance clients, maintains existing accounts, and designs custom insurance plans while ensuring client education and satisfaction.

The Risk Advisor is responsible for sales activities in insurance, client relationship management, market research, and risk assessment.

Responsible for new insurance account production and sales, educating clients, maintaining relationships, and ensuring proper coverage while managing client accounts and documentation.

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.

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.