Relation Insurance Services

Client Services Representative

• Execute all administrative tasks related to account management and policy servicing for small commercial accounts
• Process policy endorsements, renewals, and cancellations
• Maintain accurate account records
• Ensure timely and accurate handling of client requests, policy updates, and back-end service work
• Order renewal policies, verify them against proposals, and process them in the Agency Management System
• Handle endorsements, follow up with carriers, check accuracy, bill endorsements, and send them to clients
• Follow up on new business submissions with carriers
• Enter and rate policies into carrier websites and order new policies
• Issue standard certificates of insurance and other forms
• Monitor payment status of direct bill policies and notify the Account Manager of cancellation risks
• Track claims and update the agency management system with activity, payments, and closures
• Verify audit accuracy, review audits with agency staff, bill audits, and send audit review letters
• Order motor vehicle reports and loss runs
• Review and process mail; back up office phone calls and walk-in traffic as needed
• Adopt innovative technology, including proprietary AI solutions, into the service process
• Perform other assigned projects, duties, and tasks

Client Service Specialist – Personal Lines

Risk

• Coordinate stop-loss new business and renewal opportunities
• Maintain accurate CRM records, activities, and status updates
• Track deliverables, follow-up activities, deadlines, and next steps
• Prepare, review, and assemble proposals, renewal packages, presentations, and related sales materials
• Coordinate communication among sales, underwriting, implementation, carrier, and client stakeholders
• Schedule and coordinate meetings, presentations, carrier discussions, and other sales-related activities
• Document action items and follow-up requirements
• Maintain sales documentation, proposal history, carrier information, underwriting correspondence, and business records
• Monitor outstanding tasks and deliverables and follow up with stakeholders
• Support prospecting initiatives through research, data management, and business development coordination
• Assist with onboarding coordination for new clients
• Use CRM tools and business systems to improve efficiency and data accuracy
• Perform other assigned projects, duties, and tasks

Sales Coordinator, Risk Strategy

Account Manager

• Ensure the accuracy, timeliness, and execution of policy documents, renewals, and day-to-day servicing requests
• Act as the primary contact for administrative tasks related to clients’ policies
• Serve as the initial point of contact for clients
• Monitor client questions and provide recommendations with the Account Management Team on coverage changes and contractual requirements
• Identify, research, and resolve routine or basic client issues
• Maintain accurate client files and proper documentation and communication according to company workflows and procedures
• Maintain accuracy in document management systems
• Assist with remarketing renewals and prepare proposals as directed by the Account Manager
• Review carrier policies for accuracy, expedite corrections, and handle endorsements and applications
• Ensure carriers respond promptly to expedite claim settlements
• Review policy audits, verify accuracy, and coordinate corrections between clients and carriers
• Communicate significant audit differences to clients
• Review cancellation requests, identify reasons, and attempt to retain client accounts while protecting the company’s financial interests
• Keep current with industry trends, products, legislation, coverage, and technology
• Adopt innovative technology, including proprietary AI solutions, into the service process
• Perform special projects and other assigned duties

Account Coordinator – Personal Lines

• Manage the overall client relationship by providing strategic advice on coverage, risk management and business needs
• Serve as the main point of contact for clients, addressing inquiries and guiding coverage changes and contractual requirements
• Educate clients on policy exclusions and exposures
• Partner in developing insurance plans tailored to client needs
• Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
• Manage renewal remarketing to ensure high account retention rates
• Oversee preparation of client proposals, submissions, loss evaluations and risk analyses
• Communicate billing and invoicing options
• Prepare insurance summaries and schedules, binders, certificates, policies, endorsements and related documents
• Assist clients with first reports of claims and facilitate prompt carrier responses and claim settlements
• Conduct policy reviews during renewals and audits, verify accuracy and execute corrections
• Communicate significant audit discrepancies and determine further action
• Review cancellation requests and attempt to retain client accounts
• Stay informed about insurance industry developments, products, legislation, coverage options and technology
• Recommend process improvements
• Identify and resolve complex client service issues
• Adopt innovative technology, including proprietary AI solutions, into the service process
• Perform other assigned projects, duties and tasks

Client Service Specialist – Personal Lines

Sales Coordinator, Risk Strategy

Account Coordinator – Personal Lines

Account Manager – Personal Lines