
1001 - 5000 employees
💼 Consulting
🏗️ Construction
🏥 Healthcare
Consulting • Construction • Healthcare
Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.
🕒 July 14
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1001 - 5000 employees
💼 Consulting
🏗️ Construction
🏥 Healthcare
Consulting • Construction • Healthcare
Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.
• Proactively solicits new and renewal business from Sales Producers • Provides carrier information, including appetite guides, carrier brochures, contacts, and other important information • Mentors regional risk placement team members and trains them on duties, expectations, standards, and policies • Works with the Director of Placement, National Accounts to oversee employees’ day-to-day activities and implement projects and directives • May participate in hiring and provide recommendations for new hires • Oversees and manages new-hire onboarding for new risk placement associates • Holds monthly renewal meetings with Sales Producers and Account Managers • Reviews applications and obtains additional information as needed • Partners with Sales Producers to meet prospect needs • Develops renewal strategies based on risk profiles, market conditions, and carrier options • Develops submission narratives describing risk, losses and controls, target premium, and quote due date • Prepares complete market submissions, including loss runs, summary spreadsheets, supplemental applications, financial statements, photos, and brochures • Follows up with markets regarding submissions and additional information • Compares quotes with applications and other quotes • Prepares and completes proposals • Uses AMS360 and ImageRight to document placement processes and collaborate with the service team • Negotiates favorable renewal terms with insurance carriers, including premium rates, deductibles, coverage enhancements, and exclusions • Identifies opportunities to improve client satisfaction and retention through service, coverage options, and risk management recommendations • Builds relationships with carriers, underwriters, and internal and external clients • Ensures renewals comply with legal and regulatory requirements • Monitors industry trends, market conditions, and new insurance products • Adopts innovative technology, including proprietary AI solutions, in the service process • Performs other assigned projects, duties, and tasks
• High School Diploma or equivalent • A Property and Casualty License from the state of domicile is required and must be maintained • Preference for insurance designations (e.g., CISR, CIC, CPCU) • Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business • Prior experience acting in a mentor capacity and/or successfully leading a large project team • Strong proficiency in Microsoft Office Suite, especially Word, PowerPoint, Excel • Ability to learn and adapt quickly to new technologies and software • In-depth understanding of personal lines of coverage • Excellent written/verbal communication and interpersonal skills • Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines • Strong, proactive communications • Professional and polished presence and communications for virtual or in-person meetings • Must value operating in a collaborative working environment • Strong analytical and mathematical skills
• Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program eligibility
Apply Now🕒 July 11
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