Senior Vice President, Management and Financial Lines

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 Vice President (SVP), Management & Financial Lines serves as the second-in-command to the Practice Leader for supporting revenue growth, retention, placement excellence, and technical leadership across the Management & Financial Lines practice. The individual in this role leads complex client engagements, mentors producers and service teams, and strengthens key carrier and market relationships.

A GLIMPSE INTO YOUR DAY

• Partners with the Practice Leader to shape and execute enterprise growth, retention, and new‑business strategies, aligning practice objectives with broader firm priorities.
• Provides executive oversight of practice group operations and management including pipeline management, forecasting, and at‑risk account strategies, ensuring disciplined execution and sustainable revenue growth.
• Champions cross‑selling initiatives and enterprise collaboration, driving integrated solutions across practices and regions.
• Leads the placement of the firm’s most complex and high‑value client engagements, negotiating sophisticated coverage structures and terms with domestic and international carriers.
• Build panels and programs for the field to leverage the market relationships for best-in-class client results
• Serves as a trusted senior advisor to clients and internal stakeholders on program design, limits, retentions, alternative risk structures, and coverage enhancements.
• Oversees end‑to‑end placement execution, from strategic marketing through binding, policy review, and post‑bind stewardship, ensuring excellence in delivery.
• Develops industry leading process and technology capabilities to improve the client and field experience
• Monitors market dynamics, underwriting appetite, and emerging risks to proactively inform placement strategy and client guidance.
• Leads carrier stewardship efforts and manages escalations, resolving complex issues and strengthening long‑term carrier partnerships.
• Acts as a player‑coach, mentoring and developing producers, brokers, and account teams, elevating technical expertise, consultative skills, and leadership capability.
• Provides senior‑level technical oversight and quality control, ensuring consistency, accuracy, and best‑in‑class deliverables across the practice.
• Leads and participates in renewal cadence, pipeline reviews, and production meetings, driving accountability and execution against strategic goals.
• Ensures strong governance, documentation, and system utilization, reinforcing operational discipline, data integrity, and compliance.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class service experience.
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• High school diploma or equivalent required. Four-year degree in Business Administration, Finance, Risk Management, Economics or other related field preferred.
• Minimum 8 years’ experience in insurance brokerage, underwriting, or specialty risk advisory with financial lines focus.
• Property and Casualty License from state of domicile is required and must be maintained.
• Surplus Lines License strongly preferred.
• Professional designations such as CPCU, ARM, or CIC preferred.
• Demonstrated experience developing strategies and driving operational consistency.
• Strong relationships with carriers and market partners.  Demonstrated skills in market negotiation and placement execution
• Strong analytical and mathematical skills.
• 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.
• Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.
• Ability to evaluate and make decisions, recognize potential conflicts and observe appropriate precautions.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Ability to travel as required by business need.

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.

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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.

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