Relation Insurance Services Benefits Overview

Serve as primary administrative contact for Relation's largest commercial clients: ensure accurate, timely policy documents and renewals, resolve client issues, support remarketing and proposals, review policies/audits/cancellations, coordinate with carriers on claims and corrections, adopt proprietary technology/AI, and perform related account servicing tasks.

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

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