Relation Insurance jobs - 21 jobs

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 Commercial Lines Service Leader, Xpress oversees the department and serves as the direct liaison to the Commercial Lines - Xpress Leadership team. The Service Leader develops and trains the Team Advocates, Account Managers and Client Service staff, addresses escalated client issues, and provides performance coaching to team members. A GLIMPSE INTO YOUR DAY * Supervises the department, serving as a mentor and resource. * Leads team meetings and regular 1:1s for development and goal alignment. * Works closely with the Team Advocates, meeting with them on a regular basis to give and receive feedback and needed information. * Conducts annual performance reviews, goal setting and provides continuous feedback to team members. * Participates in the hiring and interview process and provides recommendations for new hires. Coordinates internal resources, including training, broking, and risk control. * Trains team members on duties, expectations, standards, and policies. Audits and reviews these areas regularly as set by service standards; identifies/coordinates additional employee training as needed. * Immediately and effectively partners with Service Team Leadership and Human Resources to address and resolve performance concerns. * Provides feedback to service team leadership about service structure to improve performance and productivity. * Reviews and approves time and attendance entries. * Acts as a secondary contact for carriers and underwriters, addressing coverage questions and providing guidance. * Occasionally assists in account maintenance and resolves escalated client service issues promptly. * Assists team with cross-sell opportunities in line with client retention. * Ensures internal timelines and metrics are met. * Stays updated on industry information, new products, legislation, coverage, and technology, and shares this with the department. * Recommends and implements process improvements. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 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). * High school diploma or equivalent required. Four-year degree preferred. * A minimum of 8 years' account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Experience using EPIC and AMS360 strongly preferred. * Demonstrated leadership and team management skills. * Strong analytical and mathematical skills. * Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. * Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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. . $68,000.00 - $133,000.00

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 Senior Account Manager (Agribusiness) 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 * 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. * Develops professional relationships and understands clients' core business. * Manages client expectations and anticipates needs of the client while ensuring service commitments are met. * Designs insurance plans and acts as field underwriter, binding coverage as needed. * Strategically remarkets renewals to maintain high account retention. * Identifies coverage deficiencies and consults clients to limit exposures. * Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies. * Produces binders, certificates, policies, and endorsements accurately. * Ensures timely and accurate policy renewals. * Facilitates claims reporting and settlement processes. * 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. * Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. * Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. * Recommends process improvements as needed. * Quickly identifies and resolves complex client service issues. * May manage and direct the work of others. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 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. * High school diploma or equivalent required. Four-year degree preferred. * 7+ years' account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Bilingual (English/Spanish) preferred. * Strong analytical and mathematical skills. * Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications. * Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. * Self-managed and responsible for project and time management. * Willingness to adhere to all principles of confidentiality. * Ability to work independently and as part of a team. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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

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 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 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 * 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 * Partners in the strategic development of insurance plans tailored to client needs. * Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. * Strategically manages the remarketing of renewals to ensure high account retention rates. * 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. * Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. * 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. * 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. * Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. * Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. * Recommends process improvements as needed. * Quickly identifies and resolves complex client service issues. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 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). * High school diploma or equivalent required. Four-year degree preferred. * Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Bilingual (Spanish/English) a plus or a must in some locations. * Strong analytical and mathematical skills. * Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. * Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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

WHAT WE'RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems. Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager. May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications. Ensures carriers respond promptly to expedite claim settlements. Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences. As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving the company's financial interests. Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services. Special projects and other duties as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE A Property and Casualty License from state of domicile is required and must be maintained. Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred. High School Diploma or equivalent required. Four-year degree preferred. Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines. Bilingual (Spanish/English) a plus or a must in some locations. In-depth understanding of commercial lines of coverage. Strong analytical and mathematical skills. Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. Must be able to understand written and oral communications and interpret information written within policies. Proficient skills in Microsoft Office (primarily Excel and Word)., agency management systems software, and online rating systems. Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? Competitive pay. 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. Career advancement and development opportunities. . 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. . $16.83 - $39.90

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 * Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System. * 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. * Follows up on new business submissions with carriers not managed by Risk Placement Specialists. * Enters and rates policies in carrier websites and orders new policies as needed. * Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.). * 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. * Tracks claims and updates the agency management system with activity, payments, and closures. * Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letter to clients. * Order motor vehicle reports "MVRs" and loss runs as directed. * Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed. * Performs other projects, duties, and tasks, as assigned. WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE * A Property and Casualty License from state of domicile may be required within 90 days of hire and must be maintained thereafter. * Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred. * High School Diploma or equivalent. * Bilingual (English/Spanish) preferred; may be required, depending on location. * 1+ year experience in Customer Service preferred. * Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred. * Working knowledge of commercial lines of coverage preferred. * Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software. * Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Must be able to understand written and oral communications and interpret information written within policies. * Ability to work independently with limited daily supervision and to work effectively in a team environment. * Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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

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 Senior Account Manager (Agribusiness) 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 * 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. * Develops professional relationships and understands clients' core business. * Manages client expectations and anticipates needs of the client while ensuring service commitments are met. * Designs insurance plans and acts as field underwriter, binding coverage as needed. * Strategically remarkets renewals to maintain high account retention. * Identifies coverage deficiencies and consults clients to limit exposures. * Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies. * Produces binders, certificates, policies, and endorsements accurately. * Ensures timely and accurate policy renewals. * Facilitates claims reporting and settlement processes. * 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. * Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. * Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. * Recommends process improvements as needed. * Quickly identifies and resolves complex client service issues. * May manage and direct the work of others. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 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. * High school diploma or equivalent required. Four-year degree preferred. * 7+ years' account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Bilingual (English/Spanish) preferred. * Strong analytical and mathematical skills. * Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications. * Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. * Self-managed and responsible for project and time management. * Willingness to adhere to all principles of confidentiality. * Ability to work independently and as part of a team. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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

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 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 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 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 Partners in the strategic development of insurance plans tailored to client needs. Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. Strategically manages the remarketing of renewals to ensure high account retention rates. 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. Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. 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. 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. Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. Recommends process improvements as needed. Quickly identifies and resolves complex client service issues. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE 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). High school diploma or equivalent required. Four-year degree preferred. Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required. Bilingual (Spanish/English) a plus or a must in some locations. Strong analytical and mathematical skills. Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? Competitive pay. 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. Career advancement and development opportunities. . 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

WHAT WE'RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY * Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. * Identifies, researches and provides resolution for routine or basic client issues. * Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems. * Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager. * May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications. * Ensures carriers respond promptly to expedite claim settlements. * Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences. * As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving the company's financial interests. * Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services. * Special projects and other duties as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * A Property and Casualty License from state of domicile is required and must be maintained. * Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred. * High School Diploma or equivalent required. Four-year degree preferred. * Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines. * Bilingual (Spanish/English) a plus or a must in some locations. * In-depth understanding of commercial lines of coverage. * Strong analytical and mathematical skills. * Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Must be able to understand written and oral communications and interpret information written within policies. * Proficient skills in Microsoft Office (primarily Excel and Word)., agency management systems software, and online rating systems. * Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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. . $16.83 - $39.90

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 Senior Account Manager (Agribusiness) 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 * 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. * Develops professional relationships and understands clients' core business. * Manages client expectations and anticipates needs of the client while ensuring service commitments are met. * Designs insurance plans and acts as field underwriter, binding coverage as needed. * Strategically remarkets renewals to maintain high account retention. * Identifies coverage deficiencies and consults clients to limit exposures. * Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies. * Produces binders, certificates, policies, and endorsements accurately. * Ensures timely and accurate policy renewals. * Facilitates claims reporting and settlement processes. * 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. * Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. * Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. * Recommends process improvements as needed. * Quickly identifies and resolves complex client service issues. * May manage and direct the work of others. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 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. * High school diploma or equivalent required. Four-year degree preferred. * 7+ years' account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Bilingual (English/Spanish) preferred. * Strong analytical and mathematical skills. * Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications. * Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. * Self-managed and responsible for project and time management. * Willingness to adhere to all principles of confidentiality. * Ability to work independently and as part of a team. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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

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 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 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 * 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 * Partners in the strategic development of insurance plans tailored to client needs. * Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. * Strategically manages the remarketing of renewals to ensure high account retention rates. * 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. * Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. * 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. * 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. * Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. * Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. * Recommends process improvements as needed. * Quickly identifies and resolves complex client service issues. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 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). * High school diploma or equivalent required. Four-year degree preferred. * Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Bilingual (Spanish/English) a plus or a must in some locations. * Strong analytical and mathematical skills. * Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. * Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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

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 Commercial Lines Service Leader, Xpress oversees the department and serves as the direct liaison to the Commercial Lines - Xpress Leadership team. The Service Leader develops and trains the Team Advocates, Account Managers and Client Service staff, addresses escalated client issues, and provides performance coaching to team members. A GLIMPSE INTO YOUR DAY * Supervises the department, serving as a mentor and resource. * Leads team meetings and regular 1:1s for development and goal alignment. * Works closely with the Team Advocates, meeting with them on a regular basis to give and receive feedback and needed information. * Conducts annual performance reviews, goal setting and provides continuous feedback to team members. * Participates in the hiring and interview process and provides recommendations for new hires. Coordinates internal resources, including training, broking, and risk control. * Trains team members on duties, expectations, standards, and policies. Audits and reviews these areas regularly as set by service standards; identifies/coordinates additional employee training as needed. * Immediately and effectively partners with Service Team Leadership and Human Resources to address and resolve performance concerns. * Provides feedback to service team leadership about service structure to improve performance and productivity. * Reviews and approves time and attendance entries. * Acts as a secondary contact for carriers and underwriters, addressing coverage questions and providing guidance. * Occasionally assists in account maintenance and resolves escalated client service issues promptly. * Assists team with cross-sell opportunities in line with client retention. * Ensures internal timelines and metrics are met. * Stays updated on industry information, new products, legislation, coverage, and technology, and shares this with the department. * Recommends and implements process improvements. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * 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). * High school diploma or equivalent required. Four-year degree preferred. * A minimum of 8 years' account management experience in the insurance industry with a focus on commercial lines of coverage is required. * Experience using EPIC and AMS360 strongly preferred. * Demonstrated leadership and team management skills. * Strong analytical and mathematical skills. * Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. * In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. * Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. * Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. * Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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. . $68,000.00 - $133,000.00

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 Senior Account Manager (Agribusiness) 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 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. Develops professional relationships and understands clients' core business. Manages client expectations and anticipates needs of the client while ensuring service commitments are met. Designs insurance plans and acts as field underwriter, binding coverage as needed. Strategically remarkets renewals to maintain high account retention. Identifies coverage deficiencies and consults clients to limit exposures. Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies. Produces binders, certificates, policies, and endorsements accurately. Ensures timely and accurate policy renewals. Facilitates claims reporting and settlement processes. 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. Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. Recommends process improvements as needed. Quickly identifies and resolves complex client service issues. May manage and direct the work of others. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE 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. High school diploma or equivalent required. Four-year degree preferred. 7+ years' account management experience in the insurance industry with a focus on commercial lines of coverage is required. Bilingual (English/Spanish) preferred. Strong analytical and mathematical skills. Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications. Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. Self-managed and responsible for project and time management. Willingness to adhere to all principles of confidentiality. Ability to work independently and as part of a team. WHY CHOOSE RELATION? Competitive pay. 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. Career advancement and development opportunities. . 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

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 Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY * Serves as a client advocate and the primary point of contact for assigned accounts. * Develops professional business relationships with client and understands the client's core business. * Leads projects, deadlines, meetings and client deliverables utilizing established account management tools. * Manages client expectations, service commitments, and anticipates needs of the client. * Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data. * Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. * Resolves client issues promptly and determines which items will be delegated to the support team. * Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. * Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client. * Prepares market analysis for new clients and prospects. * Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. * Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. * Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. * Gathers national Health and Welfare survey data; interprets and shares with clients. * Recommends process improvements as needed. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * A Life Accident & Health License from state of domicile is required and must be maintained. * Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). * High School Diploma or equivalent required. Four-year degree preferred. * Minimum 3 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. * Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. * Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. * Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. * Ability to work independently with limited daily supervision and to work effectively in a team environment. * Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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. . $42,000.00 - $91,000.00

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 Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY Serves as a client advocate and the primary point of contact for assigned accounts. Develops professional business relationships with client and understands the client's core business. Leads projects, deadlines, meetings and client deliverables utilizing established account management tools. Manages client expectations, service commitments, and anticipates needs of the client. Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data. Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. Resolves client issues promptly and determines which items will be delegated to the support team. Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client. Prepares market analysis for new clients and prospects. Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. Gathers national Health and Welfare survey data; interprets and shares with clients. Recommends process improvements as needed. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE A Life Accident & Health License from state of domicile is required and must be maintained. Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). High School Diploma or equivalent required. Four-year degree preferred. Minimum 3 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. Ability to work independently with limited daily supervision and to work effectively in a team environment. Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? Competitive pay. 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. Career advancement and development opportunities. . 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. . $42,000.00 - $91,000.00

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 Account Manager, Xpress manages the overall client relationship by providing strategic advice on coverage, risk management and business needs for small commercial accounts typically less than $3K in revenue, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager 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 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 Partners in the strategic development of insurance plans tailored to client needs. Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. Strategically manages the remarketing of renewals to ensure high account retention rates. Oversee 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. Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. Assist clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates prompt response from carriers and their staff in order to expedite claim settlements. 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. Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company's financial integrity. Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. Recommend process improvements as needed. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE A Property and Casualty License from state of domicile is required and must be maintained. Preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM). High School Diploma or equivalent. Four-year degree preferred. Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required. Bilingual (Spanish/English) a plus or a must in some locations. Strong analytical and mathematical skills. Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? Competitive pay. 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. Career advancement and development opportunities. . 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

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 Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY * Serves as a client advocate and the primary point of contact for assigned accounts. * Develops professional business relationships with client and understands the client's core business. * Leads projects, deadlines, meetings and client deliverables utilizing established account management tools. * Manages client expectations, service commitments, and anticipates needs of the client. * Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data. * Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. * Resolves client issues promptly and determines which items will be delegated to the support team. * Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. * Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client. * Prepares market analysis for new clients and prospects. * Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. * Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. * Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. * Gathers national Health and Welfare survey data; interprets and shares with clients. * Recommends process improvements as needed. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * A Life Accident & Health License from state of domicile is required and must be maintained. * Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). * High School Diploma or equivalent required. Four-year degree preferred. * Minimum 3 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. * Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. * Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. * Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. * Ability to work independently with limited daily supervision and to work effectively in a team environment. * Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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. . $42,000.00 - $91,000.00

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 Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY Serves as a client advocate and the primary point of contact for assigned accounts. Develops professional business relationships with client and understands the client's core business. Leads projects, deadlines, meetings and client deliverables utilizing established account management tools. Manages client expectations, service commitments, and anticipates needs of the client. Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data. Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. Resolves client issues promptly and determines which items will be delegated to the support team. Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client. Prepares market analysis for new clients and prospects. Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. Gathers national Health and Welfare survey data; interprets and shares with clients. Recommends process improvements as needed. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE A Life Accident & Health License from state of domicile is required and must be maintained. Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). High School Diploma or equivalent required. Four-year degree preferred. Minimum 3 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. Ability to work independently with limited daily supervision and to work effectively in a team environment. Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? Competitive pay. 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. Career advancement and development opportunities. . 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. . $42,000.00 - $91,000.00

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 Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY * Serves as a client advocate and the primary point of contact for assigned accounts. * Develops professional business relationships with client and understands the client's core business. * Leads projects, deadlines, meetings and client deliverables utilizing established account management tools. * Manages client expectations, service commitments, and anticipates needs of the client. * Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data. * Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. * Resolves client issues promptly and determines which items will be delegated to the support team. * Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. * Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client. * Prepares market analysis for new clients and prospects. * Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. * Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. * Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. * Gathers national Health and Welfare survey data; interprets and shares with clients. * Recommends process improvements as needed. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * A Life Accident & Health License from state of domicile is required and must be maintained. * Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). * High School Diploma or equivalent required. Four-year degree preferred. * Minimum 3 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. * Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. * Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. * Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. * Ability to work independently with limited daily supervision and to work effectively in a team environment. * Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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. . $42,000.00 - $91,000.00

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 Account Manager serves as the primary business contact for the client and is responsible for client satisfaction. The individual in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. In addition, the Account Manager will build relationships with clients to encourage new and repeat business opportunities. A GLIMPSE INTO YOUR DAY * Serves as a client advocate and the primary point of contact for assigned accounts. * Develops professional business relationships with client and understands the client's core business. * Leads projects, deadlines, meetings and client deliverables utilizing established account management tools. * Manages client expectations, service commitments, and anticipates needs of the client. * Manages the engagement letter process including the confirmation of our specific scope of services, compensation type and level, project timeframe and required data. * Establishes carrier/vendor relationships with appropriate contacts to serve clients in handling all administration of eligibility, claims, billing, plan implementation, contracts, plan changes and necessary amendments. * Resolves client issues promptly and determines which items will be delegated to the support team. * Manages the Request for Proposal (RFP) process by compiling health benefits information from a variety of sources, responses from the carriers, and reviews the transparency documents maintains all appropriate documents in proper files. * Peer reviews RFP information, analyzes and interprets the results and finalizes the executive summary report to present to the client. * Prepares market analysis for new clients and prospects. * Reviews vendor contracts, Summary Plan Description (SPD), other plan documents and 5500s and employee communications to ensure alignment with client expectations and legal requirements. Follows up with the carriers to ensure changes are reflected. * Reviews claim and utilization data from insurance carriers on a monthly/quarterly basis, analyzes and interprets data for trends, peer reviews customized reports, and submits reports to client, responding to questions as appropriate. * Generates new sales through existing clients and client referrals in accordance with the sales plan. Introduces other Relation products and services to clients. * Gathers national Health and Welfare survey data; interprets and shares with clients. * Recommends process improvements as needed. * Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE * A Life Accident & Health License from state of domicile is required and must be maintained. * Advanced professional designation highly desirable (e.g. CEBS, CBP, etc.). * High School Diploma or equivalent required. Four-year degree preferred. * Minimum 3 years' account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required. * Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures. * Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems. * Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others. * Ability to work independently with limited daily supervision and to work effectively in a team environment. * Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment. * Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? * Competitive pay. * 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. * Career advancement and development opportunities. . 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. . $42,000.00 - $91,000.00