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Relation Insurance Services

Relation Insurance is a leading North American Insurance Brokerage, specializing in employee benefits, business insurance, and personal insurance. They focus on building strong relationships with clients to provide tailored insurance solutions that meet unique needs. Their services include health and wellness programs, retirement benefits, and various types of coverage for businesses and individuals alike. With a commitment to high standards of service and protection, Relation Insurance aims to be a trusted partner for their clients.

<div>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&rsquo;RE LOOKING FOR
The Operations Coordinator provides comprehensive administrative and operational support to the organization, ensuring efficient day-to-day business operations, exceptional client service, and effective coordination across teams. The individual in this role must have strong interpersonal, organizational, and problem-solving skills, with a proactive and client-focused mindset. The Operations Coordinator acts as an ambassador of company culture, supports leadership initiatives, and participates in a variety of projects to drive growth and operational excellence.
A GLIMPSE INTO YOUR DAY<ul><li>
Performs a variety of administrative duties including scheduling, document handling, and office support functions.</li><li>
Manages the reception area, answers phone inquiries, directs calls, and maintains effective telephone and mail communications.</li><li>
Provides first-class hospitality and customer service to internal and external clients, vendors, and team members; act as an ambassador of company culture.</li><li>
Assists with project communication, documentation, and completion; assembles presentations, compose correspondence and reports, and peer reviews client materials.</li><li>
Attends team meetings to take notes, document activities, and support the assembly and peer review of client presentations.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul><li>
High School Diploma or equivalent required.</li><li>
1+ year of customer service experience in a professional office or customer support environment preferred.</li><li>
Basic knowledge of insurance markets, products, services insurance ratings and underwriting procedures is helpful.</li><li>
Outstanding interpersonal and communication skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li><li>
Intermediate to advanced skills in Microsoft Office (primarily PowerPoint, Excel and Word). Must be computer literate with the ability to learn new software applications.</li><li>
Must be able to understand written and oral communications and interpret information written within policies.</li><li>
Ability to work independently with limited daily supervision and to work effectively in a team environment.</li><li>
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li><li>
Excellent customer service skills are a must.</li><li>
Valid Driver&rsquo;s License may be required depending on location.</li></ul>
WHY CHOOSE RELATION?<ul><li>
Competitive pay.</li><li>
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.</li><li>
Career advancement and development opportunities.</li></ul>
.
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.<div>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. 
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</div>
.
$15.38 - $34.13</div>

Operations Coordinator

<div>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&rsquo;RE LOOKING FOR
The Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records. The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.
A GLIMPSE INTO YOUR DAY<ul><li>
Orders renewal policies, verifies them against proposals, and processes them in the Agency Management System.
</li><li>Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
</li><li>Follows up on new business submissions with carriers not managed by Risk Placement Specialists.
</li><li>Enters and rates policies into carrier websites and orders new policies as needed.
</li><li>Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
</li><li>Monitors payment status of direct bill policies to prevent cancellations and notifies the Account Manager if there is a risk of cancellation due to non-payment.
</li><li>Tracks claims and updates the agency management system with activity, payments, and closures.
</li><li>Verifies audit accuracy, reviews with agency staff, bills audits, and sends audit review letters to clients.
</li><li>Order motor vehicle reports &ldquo;MVRs&rdquo; and loss runs as directed.
</li><li>Reviews and processes mail. Acts as a backup for office phone calls and walk-in traffic as needed.</li><li>
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul><li>
A Property and Casualty License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li><li>
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.</li><li>
High School Diploma or equivalent.</li><li>
Bilingual (English/Spanish) preferred; may be required, depending on location.</li><li>
1+ year experience in Customer Service preferred.</li><li>
Knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li><li>
Working knowledge of commercial lines of coverage preferred.</li><li>
Proficient in using computers and Microsoft Office Suite. Must be computer literate with the ability to learn new software.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li><li>
Must be able to understand written and oral communications and interpret information written within policies.</li><li>
Ability to work independently with limited daily supervision and to work effectively in a team environment.</li><li>
Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li></ul>
WHY CHOOSE RELATION?<ul><li>
Competitive pay.</li><li>
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.</li><li>
Career advancement and development opportunities.</li></ul>
.
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.<div>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. 
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</div>
.
$15.38 - $35.58</div>

Client Service Specialist, Small Business Unit - Commercial Lines

<div><div>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&rsquo;RE LOOKING FOR
The Client Service Specialist assists with maintaining customer files and acts as the front-line administrative processor related to the day-to-day servicing of the client. The person in this position remains knowledgeable of advances in the insurance business, stays abreast of the types of insurance products available and works with clients and others in a professional manner.
A GLIMPSE INTO YOUR DAY<ul><li>
Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li><li>
Serves as secondary contact and internal back up for Account Manager.</li><li>
Meets with clients and insurance company representatives as requested by Sales and Account Management teams.</li><li>
Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li><li>
Prepares other various reports as requested.</li><li>
Assists client in developing and/or refining wellness programs including coordination of health fair vendor participation.</li><li>
Assists with the preparation and assembling of proposals.</li><li>
Assists with development of all marketing, communication, and presentation materials including client&rsquo;s employee benefits guides, communication materials and enrollment</li><li>
Develops and maintains carrier files with all updated contracts and correspondence.</li><li>
Provides support for the research and preparation of communication materials distributed to clients regarding government and legal compliance issues and or requirements.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE<ul><li>
A Life, Health and Accident License from state of domicile is required within 90 days of hire and must be maintained thereafter.</li><li>
High School Diploma or equivalent required.</li><li>
Minimum of 3+ years&rsquo; experience in Customer Service.</li><li>
Bilingual (English/Spanish) preferred; may be required, depending on location.</li><li>
Life, Health and Accident insurance experience preferred.</li><li>
Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures preferred.</li><li>
Prior experience with agency management systems software and online rating systems preferred.</li><li>
Proficient in using computers and Microsoft Office Suite (emphasis on Excel). Must be computer literate with the ability to learn new software.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective. relationships with clients, co-workers, carriers, vendors, and others.</li><li>
Must be able to understand written and oral communications and interpret information written within policies.</li><li>
Ability to work independently with limited daily supervision and to work effectively in a team environment.</li><li>
Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li></ul>
WHY CHOOSE RELATION?<ul><li>
Competitive pay.</li><li>
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.</li><li>
Career advancement and development opportunities.</li></ul></div>
.
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.<div>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. 
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</div>
.
$15.54 - $33.65</div>

Client Service Specialist - Employee Benefits

Join Relation Insurance Services and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Relation Insurance Services

About Company

Operations Coordinator

Client Service Specialist, Small Business Unit - Commercial Lines

Client Service Specialist - Employee Benefits