Teams at Relation Insurance Services

Support new business and renewal placement for High Net Worth and Ultra High Net Worth personal lines. Evaluate referrals, prepare and submit applications and proposals, negotiate with carriers, and develop renewal strategies. Collaborate with sales and service teams, ensure regulatory compliance, and use proprietary AI and other technologies to optimize placement and client outcomes.

The Risk Advisor is responsible for sales activities, client engagement, developing business strategies, and maintaining a profitable book of insurance business. They assess risks, recommend solutions, and build strong client relationships.

Support FP&A for business units by building and maintaining financial models, budgeting, forecasting, month-end close support, variance analysis, and reporting. Provide recommendations, ad hoc analyses, audit support, and collaborate cross-functionally to improve processes, automation, and analytic accuracy to support business decision-making.