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WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. JOIN OUR COMPLIANCE DREAM TEAM! Are you and your colleague passionate about navigating the complexities of health and welfare compliance? The team is seeking a dynamic duo to join as VP, Compliance and Compliance Analyst. VP, Compliance The VP, Compliance will provide expert health and welfare compliance support to Employee Benefits Sales Executives and Client Service teams. Responsibilities include researching and reviewing federal, state, and local laws, offering training to enhance the skills and knowledge of client service teams, and assisting in client compliance education and implementation. The VP, Compliance will ensure clients remain informed and compliant with all applicable laws, including the Affordable Care Act, while demonstrating exceptional research, leadership, business, and client relations skills. Compliance Analyst The Compliance Analyst will focus on standardizing processes across various service teams to promote accountability and implement compliance safeguards. Acting as a liaison between the Employee Benefits Compliance Team and Relation’s Operations and Service teams, this position will provide proactive support to ensure adherence to relevant laws, regulations, and internal policies. This role is crucial in ensuring compliance with relevant laws, regulations, and internal policies. Together, the VP, Compliance and Compliance Analyst will form a powerhouse team, leveraging their existing synergy to drive compliance excellence and support clients' success. ***We are also open to candidates who may not currently be working together but are passionate about team collaboration. A GLIMPSE INTO YOUR DAY<ul> <li>Manages, designs, develops, and completes compliance projects to ensure that our internal teams and clients are meeting the requirements of various federal, state and local laws.</li> <li>Stays updated with federal, state, and local regulations such as HIPAA and ACA.</li> <li>Manage and investigate compliance related incidents and breaches, ensuring proper documentation and reporting to appropriate authorities.</li> <li>Provides guidance, clear insight, and recommendations to effectively and efficiently achieve compliance with Federal, state and local requirements.</li> <li>Conducts compliance reviews for new clients during onboarding and provides guidance where necessary in collaboration with internal teams.</li> <li>Conducts regular audits and reviews of organizational practices to ensure compliance with regulatory standards.</li> <li>Performs risk assessments to identify potential compliance issues and recommends corrective actions.</li> <li>Prepares comprehensive reports on compliance activities, findings, and outcomes.</li> <li>Plans, organizes, and prioritizes work in a well-organized manner.</li> <li>Conducts research to respond to ad-hoc client inquiries. </li> <li>Works closely with internal and external partners to ensure that all practices align with applicable laws and regulations.</li> <li>Recommends process improvements as needed.</li> <li>Special projects and other duties as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Life Accident and Health License from state of domicile is required within 3 months of hire and must be maintained thereafter.</li> <li>2+ years of healthcare compliance, auditing, risk management or equivalent combination of education and job-related experience.</li> <li>In-depth understanding of healthcare laws and regulations.</li> <li>Outstanding interpersonal and communication skills are required to maintain effective relationships with clients, team members, and others.</li> <li>Ability to conduct audits and risk assessments.</li> <li>Proficiency in in data analysis and reporting.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications, such as online agency management systems.</li> <li>Excellent presentation skills for both in-person and teleconference/webinar sessions. Works cross-functionally and at all levels as both a self-starter and in a team environment.</li> <li>Think critically, creatively, analytically, and with sound judgment to develop and provide comprehensive, in-depth compliance analyses and ad hoc projects.</li> <li>Simultaneously manage multiple assignments while maintaining composure, good judgment, and commitment to deadlines.</li> <li>Drive and influence projects from start to finish with minimal oversight and little or no authority.</li> <li>Willingness to adhere to all principles of confidentiality.</li> <li>Customer focused, high integrity, excellent work ethic.</li> <li>Must value operating in a collaborative work environment.</li> <li>Ability to show initiative, good judgment, and resourcefulness.</li> <li>Ability to work independently and on a team.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$65,000.00 - $85,000.00

Relation Insurance

Compliance Analyst

<h2>WHO WE ARE</h2> Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. <h2>WHAT WE’RE LOOKING FOR</h2> We are seeking individuals with a strong drive for success, a passion for continuous learning and growth, and the ability to consistently deliver exceptional results to fill the role of Account Manager. The Account Manager manages the client relationships and strategically assists with technical and complex insurance needs to ensure a high level of client retention. They have full binding authority with various insurance companies and remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. <h2>WHAT YOU'LL BE DOING</h2> <ul> <li>Serves as main point of contact for the client. </li> <li>Assists with the strategic design of insurance plans for clients.</li> <li>Acts as field underwriter and authorized representative of the insurance carriers in order to determine whether or not coverage should be bound. Binds coverage as appropriate.</li> <li>Strategically assists in the remarketing of renewals to ensure a high level of account retention.</li> <li>Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies. </li> <li>Prepares summaries of insurance and schedules. Supports client needs by accurately producing binders, certificates, policies, endorsements and other related items. </li> <li>Assures policies are accurate and renewed in a timely manner.</li> <li>Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. </li> <li>Reviews policy audits and verifies their accuracy. </li> <li>Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity.</li> <li>Stays abreast of industry information, new products, legislation, coverage and technology.</li> <li>Recommends process improvements as needed.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>Other duties and projects as assigned.</li> </ul> <h2>WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE</h2> <ul> <li>A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals that have insurance designations (e.g. CISR, CIC, CPCU).</li> <li>College degree preferred. </li> <li>3-5 years’ account management experience in the insurance industry in personal lines of coverage is required.</li> <li>In-depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs. Personal Lines experience, helpful.</li> <li>Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. </li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> </ul> <h2>WHY CHOOSE RELATION?</h2> <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> <li>Paid training and continuing education to obtain/maintain your insurance license.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$65,000.00 - $70,000.00

Senior Account Manager - Personal Lines

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe High Net Worth Personal Lines Account Executive manages and develops the overall strategy of the insurance portfolios for high-net-worth clients. The individual in this position must have a deep understanding of personal insurance products tailored to affluent clients, exceptional customer service skills, and the ability to manage complex and high-value assets. The Account Executive is responsible for providing accurate and responsive management on more complex accounts, while providing guidance and mentorship in a team environment. In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.A GLIMPSE INTO YOUR DAY<ul> <li>Serves as a client advocate and primary point of contact, managing and maintaining relationships with high-net-worth clients.</li> <li>Achieves new business sales goals and client retention goals as assigned by developing professional relationships and understanding of the client’s core needs. </li> <li>Assesses clients' unique insurance needs and designs tailored coverage options for luxury homes, vehicles, jewelry, fine art, and other high-value assets.</li> <li>Provides personalized risk management advice, helping clients mitigate risks and avoid potential liabilities. Analyzes accounts based on risk characteristics and exposure.</li> <li>Handles policy renewals, endorsements, and changes in coverage, ensuring that clients’ assets are always adequately protected. Strategically remarkets renewals to maintain high account retention.</li> <li>Prepares proposals, loss evaluations, and risk analyses for accurate quotations.</li> <li>Reviews cancellation requests, determining reasons and attempts to retain client accounts while maintaining the company’s financial integrity.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>Assists clients with claims, working closely with carriers to ensure prompt and fair resolution.</li> <li>Negotiates terms and pricing with insurance carriers to provide clients with the best coverage options.</li> <li>Conducts regular portfolio reviews with clients to ensure their coverage is aligned with their changing needs and lifestyle.</li> <li>Stays current on market trends, regulatory changes, and emerging risks specific to high-net-worth individuals.</li> <li>Ensures compliance with company policies, industry standards, and regulatory requirements.</li> <li>May manage and direct the work of others.</li> <li>Recommends process improvements as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.</li> <li>High School Diploma or equivalent required. Four-year degree in Business, Finance, or related field preferred.</li> <li>Minimum 7 years’ experience in personal lines insurance, with a focus on high-net-worth clients.</li> <li>Comprehensive knowledge of personal insurance products, especially for high-net-worth individuals and families.</li> <li>Experience managing insurance portfolios for high-net-worth clients, including coverage for luxury homes, fine art, and collectibles.</li> <li>Experience with complex insurance products, risk management strategies, and claims handling.</li> <li>Strong analytical and mathematical skills.</li> <li>Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of all aspects of personal lines of coverage with the ability to advise clients concerning their complex insurance needs.</li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> <li>Self-managed and responsible for project and time management.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$54,000.00 - $120,000.00

Account Executive, High Net Worth - Personal Lines

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others. WHAT YOU'LL BE DOING <ul> <li>Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.</li> <li>Exhibits thought leadership &amp; industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).</li> <li>Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.</li> <li>Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.</li> <li>Documents new business activity in Relation’s sales tracking system.</li> <li>Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.</li> <li>Develops and presents recommendations to clients based on consultative selling approach.</li> <li>Assesses &amp; identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.</li> <li>Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams.</li> <li>Seamlessly transitions sold clients to the designated client service/account management team.</li> <li>Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.</li> <li>Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.</li> <li>Has a keen sense of humor, a competitive drive and winning spirit.</li> <li>Performs other duties and special projects as assigned.</li> </ul> WHAT YOU NEED TO BRING TO THE TABLE <ul> <li>Property and Casualty Insurance License is required and must be maintained.</li> <li>College degree or minimum 2 years’ sales experience in the insurance industry is preferred.</li> <li>Experience working with complex commercial coverage.</li> <li>Strong negotiator, avid problem solver and works well with different personalities to ensure sale.</li> <li>In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.</li> <li>Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.</li> <li>Ability to prioritize and handle multiple tasks in a demanding work environment.</li> <li>Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.</li> </ul> WHAT WE WILL BRING TO THE TABLE <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> <li>Paid training and continuing education to obtain/maintain your insurance license.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$0.00 - $0.00

Risk Advisor - Commercial Lines

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards. A GLIMPSE INTO YOUR DAY <ul> <li>Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.</li> <li>Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.</li> <li>Follows up on new business submissions with carriers not managed by Risk Placement Specialists.</li> <li>Enters and rates policies in carrier websites and orders new policies as needed.</li> <li>Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).</li> <li>Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.</li> <li>Tracks claims and updates the agency management system with activity, payments, and closures.</li> <li>Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients.</li> <li>Order motor vehicle reports “MVRs” and loss runs as directed.</li> <li>Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul> WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE <ul> <li>A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter.</li> <li>Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.</li> <li>High School Diploma or equivalent.</li> <li>Bilingual (English/Spanish) preferred; may be required, depending on location.</li> <li>1+ year experience in Customer Service preferred.</li> <li>Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li> <li>Working knowledge of commercial lines of coverage preferred.</li> <li>Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.</li> <li>Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Must be able to understand written and oral communications and interpret information written within policies.</li> <li>Ability to work independently with limited daily supervision and to work effectively in a team environment.</li> <li>Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li> </ul> WHY CHOOSE RELATION? <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$15.38 - $35.58

Client Service Specialist - Commercial Lines

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe Senior Account Manager serves as the primary business contact for the client and acts as the project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives that deliver unique value through the execution of client-specific business plans and service timelines. This includes developing programs and initiatives that support the client's overall portfolio. The person in this position is expected to consistently provide excellent customer service to assigned large accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.A GLIMPSE INTO YOUR DAY<ul> <li>Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures.</li> <li>Develops professional relationships and understands clients’ core business.</li> <li>Manages client expectations and anticipates needs of the client while ensuring service commitments are met.</li> <li>Designs insurance plans and acts as field underwriter, binding coverage as needed.</li> <li>Strategically remarkets renewals to maintain high account retention.</li> <li>Identifies coverage deficiencies and consults clients to limit exposures.</li> <li>Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies.</li> <li>Produces binders, certificates, policies, and endorsements accurately.</li> <li>Ensures timely and accurate policy renewals.</li> <li>Facilitates claims reporting and settlement processes.</li> <li>Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action.</li> <li>Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.</li> <li>Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.</li> <li>Recommends process improvements as needed.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>May manage and direct the work of others.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>A Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.</li> <li>High school diploma or equivalent required. Four-year degree preferred.</li> <li>7+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required.</li> <li>Strong analytical and mathematical skills.</li> <li>Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.</li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> <li>Self-managed and responsible for project and time management.</li> <li>Willingness to adhere to all principles of confidentiality.</li> <li>Ability to work independently and as part of a team.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$54,000.00 - $110,000.00

Senior Account Manager - Commercial Lines

<h2>WHO WE ARE</h2> Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. <h2>WHAT WE’RE LOOKING FOR</h2> The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager has full binding authority with various insurance companies and remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY <ul> <li>Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures</li> <li>Partners in the strategic development of insurance plans tailored to client needs.</li> <li>Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.</li> <li>Strategically manages the remarketing of renewals to ensure high account retention rates.</li> <li>Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options.</li> <li>Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.</li> <li>Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.</li> <li>Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action.</li> <li>Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.</li> <li>Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.</li> <li>Recommends process improvements as needed.</li> <li>Quickly identifies and resolves complex client service issues.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul> WHAT SUCCESS LOOKS LIKE IN THIS ROLE <ul> <li>A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM).</li> <li>High school diploma or equivalent required. Four-year degree preferred.</li> <li>Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required.</li> <li>Bilingual (Spanish/English) a plus or a must in some locations.</li> <li>Strong analytical and mathematical skills.</li> <li>Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs.</li> <li>Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> </ul> WHY CHOOSE RELATION? <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$43,000.00 - $93,000.00

Account Manager- Commercial Lines

<h2>WHO WE ARE</h2>Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.<h2>WHAT WE’RE LOOKING FOR</h2>The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others.<h2>A GLIMPSE INTO YOUR DAY</h2><ul> <li>Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.</li> <li>Exhibits thought leadership &amp; industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).</li> <li>Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.</li> <li>Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.</li> <li>Documents new business activity in the appropriate system(s).</li> <li>Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time.</li> <li>Develops and presents recommendations to clients based on consultative selling approach.</li> <li>Assesses &amp; identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.</li> <li>Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams.</li> <li>Seamlessly transitions sold clients to the designated client service/account management team.</li> <li>Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.</li> <li>Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.</li> <li>Has a keen sense of humor, a competitive drive and winning spirit.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul><h2>WHAT SUCCESS LOOKS LIKE IN THIS ROLE</h2><ul> <li>A Life and Health License from state of domicile is required and must be maintained.</li> <li>A minimum of 2+ years sales experience in the insurance industry with a focus on Employee Benefits coverage is required.</li> <li>College degree preferred with preference given to individuals with experience in Risk Management.</li> <li>Strong networking and strategic vision of relationship building and utilization of Centers of Influence (COI).</li> <li>Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.</li> <li>In-depth understanding of complex employee benefits lines of coverage.</li> <li>Outstanding written and verbal communications skills are required to maintain effective relationships with clients, co- workers, underwriters, vendors and others.</li> <li>Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Strong working knowledge of insurance markets, products and usages, as well as insurance rating and underwriting procedures.</li> <li>Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.</li> <li>Ability to prioritize and handle multiple tasks in a demanding work environment.</li> <li>Ability to work independently and on a team.</li> </ul><h2>WHY CHOOSE RELATION?</h2><ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li> <li>Career advancement and development opportunities</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$100,000.00 - $250,000.00

Employee Benefits Sales Advisor

WHO WE ARERelation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FORThe primary responsibility of the Client Service Specialist is to provide assistance to the Company’s client base by working in partnership with the Sales and Account Management Teams. This is accomplished by accurately handling incoming and outbound calls and emails from clients and participants regarding retirement, life, and annuity investment products. The Client Service Specialist will build relationships with Relation Sales Producers, Account Managers and clients to encourage new and repeat business opportunities. This individual may be the first point of contact between Relation and potential clients; therefore, it is important that the Client Service Specialist be a skilled communicator with the ability to create a positive first impression of the Company.A GLIMPSE INTO YOUR DAY<ul> <li>Develops professional business relationships with Sales Producers, Accountant Managers and clients.</li> <li>Makes calls to qualify prospects and secure initial meetings for Sales Producers.</li> <li>Handles incoming and outbound calls, emails and other inquiries from clients and participants regarding retirement, life, and annuity investment products.</li> <li>Processes invoices in agency management system and manages customer accounts receivables.</li> <li>Assists in the generation and delivery of annual regulatory reports.</li> <li>Performs research for escalated client and/or participant issues.</li> <li>Participates in renewal and prospect discussions with Sales Producers and Account Managers.</li> <li>Assists in generating plan reports with delivery to stakeholders (Sales Producers, Account Managers, and Clients).</li> <li>Assists Sales Producers and Account Managers in preparing quotations, renewal presentations and reports for clients.</li> <li>May assist in the preparation of proposals for potential clients.</li> <li>Participates in a team-based environment to achieve department goals.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>High School Diploma or its equivalent.</li> <li>2-4 years’ Customer Service experience.</li> <li>Experience in the financial services industry preferred.</li> <li>FINRA Series 6 or 7 at time of application and a Series 63 and 65 or 66 within 6 months of hire</li> <li>Basic knowledge related to benefit and/or retirement plans, i.e. deferrals, contributions, distributions, loans, calculations, testing, Form 5500, Safe Harbor, self-funded insurance plans.</li> <li>Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li> <li>Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.</li> <li>Must be able to understand written and oral communications and interpret information written within plan documents.</li> <li>Working knowledge of the laws and regulations associated with HIPAA.</li> <li>Ability to prioritize and handle multiple tasks in a demanding work environment.</li> <li>Willingness to adhere to all principles of confidentiality.</li> <li>Ability to work independently and as part of a team.</li> </ul>WHY CHOOSE RELATION?<ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> </ul>.Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$0.00 - $0.00

Client Service Specialist - Wealth

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional company image through all interactions with clients, insurance carriers, co-workers and others. WHAT YOU'LL BE DOING <ul> <li>Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.</li> <li>Exhibits thought leadership &amp; industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s).</li> <li>Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met.</li> <li>Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources.</li> <li>Documents new business activity in Relation’s sales tracking system.</li> <li>Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system.</li> <li>Develops and presents recommendations to clients based on consultative selling approach.</li> <li>Assesses &amp; identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients.</li> <li>Recommends and assists clients with technical services including loss control and claims. advocacy programs utilizing our in-house loss control and claims advocacy teams.</li> <li>Seamlessly transitions sold clients to the designated client service/account management team.</li> <li>Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers.</li> <li>Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.</li> <li>Has a keen sense of humor, a competitive drive and winning spirit.</li> <li>Performs other duties and special projects as assigned.</li> </ul> WHAT YOU NEED TO BRING TO THE TABLE <ul> <li>Property and Casualty Insurance License is required and must be maintained.</li> <li>College degree or minimum 2 years’ sales experience in the insurance industry is preferred.</li> <li>Experience working with complex commercial coverage.</li> <li>Strong negotiator, avid problem solver and works well with different personalities to ensure sale.</li> <li>In depth understanding of insurance markets, products and usages is necessary, as well as insurance rating and underwriting procedures.</li> <li>Outstanding interpersonal and communications skills are required to explain complex coverages, receive and interpret information and respond appropriately.</li> <li>Ability to prioritize and handle multiple tasks in a demanding work environment.</li> <li>Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.</li> </ul> WHAT WE WILL BRING TO THE TABLE <ul> <li>Competitive pay.</li> <li>A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. </li> <li>Career advancement and development opportunities.</li> <li>Paid training and continuing education to obtain/maintain your insurance license.</li> </ul> .Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. .$100,000.00 - $250,000.00

18 Relation Insurance Jobs