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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. 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

Relation Insurance

Risk Advisor - Commercial Lines Sales

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. A GLIMPSE INTO YOUR DAY <ul> <li>Contacts current, past and potential clients to solicit new and renewed business.</li> <li>Follows up on leads and responds promptly and efficiently to referrals. Listens attentively to the needs of the client and makes recommendations accordingly. Requests referrals from current insurance clients.</li> <li>Creates and maintains accurate and up-to-date client lists assuring their needs are realized and that they are provided with relevant insurance information appealing to their specific needs.</li> <li>Designs custom insurance plans for clients and recommends appropriate coverage, which are appropriate for them. Surveys loss exposures, needs, and possible uninsurable or difficult to ensure exposures for clients. Pre-qualifies insurance prospects for insurability and quality of risk.</li> <li>Assures clients are educated concerning agency payment expectations and cancellation procedures. </li> <li>Collects premiums and past-due premiums from clients for purchases of new and upgraded coverage and obtains signatures on applications for clients as required.</li> <li>Assures clients are provided with the necessary documentation and information for record-keeping purposes. Creates letters to clients offering coverage, share information and advice regarding insurance matters.</li> <li>Prepares summaries of insurance, schedules and proposals. Reviews audits of policies and verifies their accuracy. Assures necessary corrections between the client and the carrier are facilitated. </li> <li>Works with Customer Service Reps and/or Managers to review existing policy coverage, upgrade accounts and remarket when possible. Collects information from clients to prepare schedules of insurance, summaries and renewal proposals.</li> <li>Reviews appropriate policy change requests and other account activity. Documents automated files as appropriate.</li> <li>Participates in insurance marketing events, seminars, trade shows, telemarketing events and continuing education. Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc.</li> <li>Prepares a variety of status reports, including activity, closings, follow-up and adherence to goals. </li> <li>Documents coverage, exclusions and other specific information on the automated file. Provides detail pertaining to non-standard coverage limitations and binding restrictions to lower errors and commissions exposures.</li> <li>Performs other duties and special projects as assigned.</li> </ul> WHAT YOU'LL NEED TO BE SUCCESSFUL IN THE ROLE <ul> <li>Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained.</li> <li>College degree in Sales, Marketing, Business or other relevant discipline preferred.</li> <li>3 to 5 years’ sales experience in the insurance industry is preferred.</li> <li>Experience working with complex personal lines coverage.</li> <li>College degree in Sales, Marketing, Business or other relevant discipline preferred.</li> <li>3 to 5 years’ sales experience in the insurance industry is preferred.</li> <li>Experience working with complex personal lines coverage.</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> <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> <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

High Net Worth 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 Senior Client Service Specialist assists the Account Management and Consulting teams in servicing and retaining clients. The Senior Client Service Specialist responds promptly to requests from clients, prospects and members of the production and account management staff. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.A GLIMPSE INTO YOUR DAY<ul> <li>Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li> <li>Serves as a client advocate and a point of contact for assigned accounts.</li> <li>Assists in managing client expectations, service commitments, and anticipates needs of the client.</li> <li>Answers correspondence related to client’s employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.</li> <li>Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.</li> <li>Quickly identifies and resolves basic client service issues. Assists with identifying, conducting research, and resolving participant benefit issues. </li> <li>Conducts research on billing issues on behalf of the clients.</li> <li>Coordinates with clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes as directed. </li> <li>Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.</li> <li>Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li> <li>Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports. </li> <li>Assists with managing open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.</li> <li>Enters benefit enrollments and terminations for assigned clients.</li> <li>Assists with the creation of client presentations using Excel and PowerPoint.</li> <li>Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy.</li> <li>Assists with creating spreadsheets and premium allocations.</li> <li>Prepares summaries of insurance with guidance from Account Manager and other service team members.</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 Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li> <li>High School Diploma or equivalent required.</li> <li>Minimum of 5+ years of Customer Service experience.</li> <li>At least 1-year previous Life, Health and Accident experience.</li> <li>Bilingual (English/Spanish) preferred; may be required, depending on location.</li> <li>Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li> <li>Prior experience with agency management systems software and online rating systems preferred.</li> <li>Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.</li> <li>Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.</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 meets 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. .$16.55 - $34.38

Senior Client Service Specialist - Employee Benefits

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 Director, Systems and Data oversees the development, implementation, and maintenance of Relation’s data systems (e.g., Vertafore products). The individual in this role requires must be a strategic thinker with a strong technical background and the ability to lead cross-functional teams to ensure the company’s data systems' integrity, security, and efficiency.A GLIMPSE INTO YOUR DAY<ul> <li>Manages and leads the day-to-day functions and performance of the Operational Support Team to ensure excellence with the timely delivery of carrier migrations, carrier management, downloads, and end-user satisfaction.</li> <li>Leads the design, implementation, and management of data systems and infrastructure to support business operations and strategic goals.</li> <li>Develops and enforces data governance policies and procedures to ensure data accuracy, reliability, and security.</li> <li>Oversees data integration processes to facilitate seamless data flow between systems and applications.</li> <li>Collaborates with various departments to understand their data needs and provides solutions that enhance operational efficiency.</li> <li>Manages a team of data professionals, providing guidance, mentorship, and performance evaluations.</li> <li>Stays current with industry trends and advancements in data management technologies to ensure the company remains competitive.</li> <li>Develops and manages budgets for the data systems and infrastructure department</li> <li>Ensures smooth transition and integration of new agencies into the company's operational framework.</li> <li>Conducts weekly calls with acquired agencies and internal stakeholders to review progress and outstanding items.</li> <li>Develops and enforces data governance policies and procedures to ensure data accuracy, reliability, and security</li> <li>Ensures compliance with regulatory requirements and company policies.</li> <li>Serves as a liaison between acquired agencies, carriers, and the company’s legal department.</li> <li>Identifies and recommends process improvements to enhance operational efficiency.</li> <li>Implements and utilizes Monday.com as the project management system.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>Bachelor’s degree in business administration, Finance, Insurance, or a related field required.</li> <li>Minimum of 8 years of experience in insurance brokerage operations, with at least 2 years in a managerial role.</li> <li>Strong understanding of insurance products, policies, and regulatory requirements.</li> <li>Proficient in using insurance software and other relevant technologies.</li> <li>Knowledgeable of Vertafore products and experience with AMS360 and ImageRight.</li> <li>Computer literate, with advanced skills in Microsoft Office Suite and the ability to learn new software applications.</li> <li>Excellent leadership skills, with a demonstrated ability to lead and motivate others.</li> <li>Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.</li> <li>Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li> <li>Strong analytical skills with the ability to interpret data and drive strategic decisions. Occasional weekend work as required.</li> <li>Ability to travel (up to 10%) as required.</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. .$150,000.00 - $175,000.00

Director, Systems and Data

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 Direct Bill Commissions Specialist will retrieve commission statements, post In-House and Outsourced Direct Bill Commissions, complete Revenue Tracking and Calculation logs daily, complete exception research and resolution, participate in month end closing, and provide accounting support to financial accounting areas.A GLIMPSE INTO YOUR DAY<ul> <li>Processes benefits, personal, and/or commercial lines direct bill commissions. Searches customer and policy numbers and enter premiums and commissions received from insurance carriers. Posting may be done via manual posting, commission download from the carrier, or through statement conversion.</li> <li>Processes Return Commission statements, which requires research to ensure funds have not already been paid to carriers, creation of Direct Bill (DB) entry, and a check request for payments to carriers when necessary.</li> <li>Processes all journal voucher entries needed to clear the Direct Bill Receivables GL account including intercompany, re-classing, MVR Fees, off-platform commissions, etc.</li> <li>Manages the direct bill receivables report to ensure the ending balance is as close to zero as possible.</li> <li>Maintains the Monthly Revenue Log including calculation columns, Carrier Website Login spreadsheet, Last Pass Password Management Tool, and DB commission statement folders.</li> <li>Communicates with carriers by email or by phone to obtain missing commission statements.</li> <li>Establishes or ensures a working login(s) for each company website to pull commission statements.</li> <li>Processes statements received by email or mail. Ensures all payments received during the month have corresponding statements received and are posted by month end.</li> <li>Communicates with carriers and/or company personnel by email or by phone to resolve discrepancies and exceptions and to verify policy and commission information. </li> <li>Reconciles Direct Bill General Ledger to the Direct Bill Revenue Log for month end closing, clears any outstanding items, and completes the month end closing checklist</li> <li>Researches and resolves Direct Bill posting issues with outsourcing company and returns to them in a timely manner.</li> <li>Primary contact for acquisitions following the data merge.</li> <li>May complete special projects and other duties as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>High School Diploma or equivalent.</li> <li>BA in Accounting, Finance, Economics, Business or Statistics preferred.</li> <li>2 years finance and accounting experience preferred.</li> <li>Working knowledge of Microsoft applications especially Word and Excel.</li> <li>Working knowledge of website navigation especially banking websites and insurance websites.</li> <li>Basic knowledge of accounting rules, regulations, policies, and procedures that is reflective of the financial service industry.</li> <li>Strong interpersonal skills; strong oral and written communication.</li> <li>Strong problem solving, relationship management and critical thinking skills and the ability to prioritize multiple projects, meetings, and deadlines.</li> <li>Willingness to assist internal and external customers with any concerns.</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. .$26.44 - $32.21

Direct Bill Commissions Specialist

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 National Underwriting Consultant will act as an overall thought leader in the underwriting and analytics field. This position will perform mathematical analysis, underwriting and utilize actuarial modeling software to provide clients, teams and leadership with statistical findings and conclusions.A GLIMPSE INTO YOUR DAY<ul> <li>Oversee underwriting capabilities nationally.</li> <li>Help develop/train on various strategies including but not limited to: PBM strategy, self-funded, captives, Reference Based Pricing (RBP).</li> <li>Source, select, implement and coordinate training for new vendors for national underwriting practice.</li> <li>Be a resource for producers nationally – assist in prospect situations and existing client situations.</li> <li>Conducts analysis and data development for a broad range of financial and underwriting functions.</li> <li>Summarizes and evaluates large amounts of data creating customized reporting, forecasting and modeling as part of a broader team working on large projects across a variety of clients.</li> <li>Assists in preparing the RFP analysis and templates for all lines of health &amp; welfare business.</li> <li>Analyzes reports from various data analytics vendors, TPAs and/or carriers as needed.</li> <li>Analyzes and assists in making recommendations on client strategy and cost containment initiatives.</li> <li>Cross-trains others on use of financial tools and methodology and serves as backup for various departmental functions as needed.</li> <li>Works closely with a variety of individuals including underwriting/analysts, sales, consulting, health management and leadership.</li> <li>Designs, develops and prepares accurate and timely reports and analysis, providing financial guidance and general direction for influencing clients’ decisions and the achievement of strategic goals.</li> <li>Develops claims &amp; utilization benchmarking reports to compare utilization to other employers’ programs by industry or geography and provide results to client in appropriate format.</li> <li>Request for Proposals (RFPs): Gathers benefits information from a variety of sources (such as electronic files from the client and carriers), develops RFP templates, coordinates responses from the carriers, inputs data and maintains all appropriate documentation. Prepares draft presentation to client and team leadership.</li> <li>Understands and demonstrates project management and consulting skills.</li> <li>Prepares ad-hoc analysis.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>State Life, Accident &amp; Health Insurance License is required and must be maintained.</li> <li>BA/BS in Accounting, Finance, Economics, Business or Statistics preferred.</li> <li>5+ years of relevant and progressive experience or equivalent combination of education and job-related experience.</li> <li>Demonstrated leadership abilities through successfully managing projects, training and process improvement.</li> <li>Exceptional ability in working with complex software and systems both as currently used by the company and alternative industry standards.</li> <li>Based on area of expertise, demonstrated application of in-depth financial, accounting and business knowledge.</li> <li>Advanced presentation skills to clients, within department and to project teams.</li> <li>Work 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 financial analyses related to period results (financial statements), business case development, and ad hoc projects.</li> <li>Plan, organize, and prioritize work in a well-organized manner, provide clear insights / directions and as needed, influence the work of others in the department, with minimal supervision.</li> <li>Think and work independently and work very flexible and long hours as required, including out-of-town travel.</li> <li>Must have valid driver’s license, ability to travel to client sites and reliable 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. .$0.00 - $0.00

Actuarial Consultant

WHAT WE’RE LOOKING FORThe Marketing Manager, Content &amp; Internal Communications is responsible for curating content for internal and external audiences, as well as leading Relation’s internal communications strategy and implementation. It is critical for the person in this position to ensure our various client audiences receive targeted information that adds value to their client experience, resulting in higher client retention. In addition, the person in this role ensures that our employees are informed, engaged, and aligned with the company's goals and values. The Marketing Manager serves as a key link between Corporate Marketing, Sales Operations, the Region/Local operations and Sales teams, and cross-functional teams, supporting communication strategies and planning. The person in this position is responsible for understanding communication objectives, as well as planning company-wide and region-specific communication initiatives that support the adoption of employee, service and sales platforms and communication channels. The person in this role will also track internal touchpoint metrics that result in increased revenue, client retention and employee retention.A GLIMPSE INTO YOUR DAY<ul> <li>Creates, curates, edits, distributes and manages content for various internal and external communication channels, including newsletters, intranet, campaigns, emails and social media.</li> <li>Develops and implements a comprehensive internal communications strategy that supports the company's objectives and enhances employee engagement.</li> <li>Collaborates with the Manager of Sales Operations, Senior Leadership, Human Resources, the Mergers and Acquisitions team, and Sales Coordinators to ensure consistent messaging and alignment with company goals.</li> <li>Establishes strong Regional relationships to enhance internal communications, including national and regional newsletters, to establish a cohesive employee experience and corporate culture.</li> <li>Plans and executes internal events/webinars, employee recognition programs, and other engagement activities.</li> <li>Monitors and measures the effectiveness of internal communication efforts and make data-driven recommendations for improvement.</li> <li>Provides guidance and support to team members on best practices for internal communications.</li> <li>Maintains knowledge of a wide range of communication techniques and concepts, most importantly touchpoint plans, multi-channel management, and the adoption of platforms.</li> <li>Performs other projects, duties, and tasks, as assigned.</li> </ul>WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul> <li>Bachelor's degree with a concentration in Marketing or Communications.</li> <li>Minimum of 7+ years of experience in Marketing Communications.</li> <li>Insurance industry experience preferred.</li> <li>Strong knowledge of Canva Pro.</li> <li>Experience and/or knowledge of decentralized, service-based industries is strongly desired; including National and Regional communication experience.</li> <li>Proficient in SharePoint, Microsoft Office, Social, Project Management tools and AI.</li> <li>Self-managed and responsible for project and time management.</li> <li>Demonstrated leadership skills.</li> <li>Experience with change management and employee engagement initiatives.</li> <li>Excellent interpersonal, written and verbal communication and presentation skills.</li> <li>Ability to influence and drive adoption of messaging and platforms into operational programs and planning.</li> <li>Ability to manage multiple projects/tasks of varying complexities effectively, meet deadlines and work well under pressure.</li> <li>Strong writing and proofreading skills, and prior copywriting and editing experience.</li> <li>Knowledge of a wide range of communication techniques and concepts.</li> <li>Knowledge of various communications channels, including MS SharePoint, Teams and Outlook, as well as LinkedIn and other social media platforms.</li> <li>Strong knowledge of leveraging AI (ChatGPT and Copilot).</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. .$80,000.00 - $100,000.00

Marketing Manager, Content & Internal Communications

WHAT WE’RE LOOKING FORThe Risk Placement Lead supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success. The individual in this position plays a critical role in partnering with various departments, including sales and service teams, to promote Relation’s products and services to attract new clients and retain existing ones. By developing effective strategies and implementing targeted campaigns, the Risk Placement Lead contributes to the growth and success of the Company.A GLIMPSE INTO YOUR DAY<ul> <li>Proactively solicits new and renewal business from Sales Producers to create trust and frequent use of the Placement Team.</li> <li>Acts as a resource for carrier information, including appetite guides, carrier brochures, whom to contact, and other important information.</li> <li>Mentors risk placement team members.</li> <li>Works with the Director of Placement to oversee employees’ day to day activities and implement projects and directives.</li> <li>May participate in the hiring process and provide recommendations for new hires.</li> <li>Oversees and manages the new hire onboarding process to ensure success of new associates.</li> <li>Trains team members on duties, expectations, standards, policies. Audits and reviews these areas regularly as set by service standards; identifies/coordinates additional employee training as needed.</li> <li>Holds monthly renewal meetings with Sales Producers and Account Managers to designate accounts that need to be marketed through the Placement Team.</li> <li>Reviews applications and obtains additional information from Sales Producers or Account Managers as needed.</li> <li>Partners with Sales Producers to ensure the prospect's needs have been met, including, but not limited to, adequate insurance to value on property, satisfying proper co-insurance requirements, correctly classifying exposures, addressing loss history, recommending safety programs, making coverage recommendations, etc.</li> <li>Collaborates and implements a renewal strategy based on potential and existing clients’ risk profiles, market conditions, and carrier options.</li> <li>Develops the submission narrative describing risk, losses &amp; controls, target premium, and quote due date.</li> <li>Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, brochures, etc.</li> <li>Follows up with markets to ensure submissions were received and to inquire whether further information is required.</li> <li>Compares quotes received with application and other quotes.</li> <li>Prepares and completes proposals.</li> <li>Utilizes AMS360 and ImageRight to document the placement process and to collaborate with the service team.</li> <li>Engages with insurance carriers to negotiate favorable renewal terms, including premium rates, deductible levels, coverage enhancements, or exclusion negotiations. Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service, addressing concerns, and offering additional coverage options or risk management recommendations.</li> <li>Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external) to ensure smooth insurance renewal processes and effective communication.</li> <li>Adheres to legal and regulatory requirements in the insurance industry, ensuring all renewals comply with applicable laws and regulations.</li> <li>Stays up to date on industry trends, market conditions, and new insurance products to provide valuable insights and recommendations to clients (internal and external) during the renewal process.</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 the state of domicile is required and must be maintained, with preference given to individuals with insurance designations (e.g., CISR, CIC, CPCU).</li> <li>High School Diploma or equivalent. Four-year degree preferred.</li> <li>Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business.</li> <li>Prior experience acting in a mentor capacity and/or successfully leading a large project team.</li> <li>Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel.</li> <li>Ability to learn and adapt quickly to new technologies and software.</li> <li>In-depth understanding of personal lines of coverage.</li> <li>Excellent written/verbal communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers.</li> <li>Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines.</li> <li>Strong, proactive communications to keep internal and external engagements current. </li> <li>Must value operating in a collaborative working environment.</li> <li>Strong analytical and mathematical skills.</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. .$100,000.00 - $130,000.00

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