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 primary responsibility of the Senior Account Executive is to provide support and assistance to the senior management team ensuring the sales/service team is operating effectively. The responsibilities include preparation of internal documents, statistical data and reporting, cascading communications to relevant sales teams, and acting as an extension of the sales department. The Senior Account Executive will be responsible for providing accurate and responsive management for complex accounts while leading in a team environment. In addition, the person in this position will build relationships with clients to encourage new and repeat business opportunities.
A GLIMPSE INTO YOUR DAY

• Drive sales growth by supporting the sales team in an effort to reach and exceed annual team and organizational goals.
• Assists senior management with ongoing communications to the sales team regarding updates, strategies and opportunities.
• Correspond with each sales team member focusing on pipeline, fulfillment, CRM data.
• Provides status updates to senior management.
• Support Relation client teams in peer reviewing and assembly of client presentations and proposals.
• Provide support to sales and client service teams as needed.
• Collaborate with service team on special projects as assigned.
• Serves as client advocate and a primary point of contact for assigned accounts.
• Manage client expectations, service commitments, and anticipates needs of the assigned or new business clientele.
• Work with large and complex accounts to assists with the strategic design of insurance plans.
• Provide service to current and new clients by informing and educating them concerning policy coverage and/or changes.
• Stay abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
• Recommend process improvements as needed.
• Special projects and other duties as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• A Property and Casualty License from state of domicile is required and must be maintained.
• 10 years' experience in Commercial Lines Broking required.
• College degree with focus in Business and Marketing preferred.
• CPCU and/or Certified Insurance Counselor (CIC) Designations preferred.
• Strong analytical and mathematical skills.
• In-depth understanding of all aspects of commercial lines of coverage.
• In-depth knowledge and understanding of risk management and loss control.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• In-depth knowledge of insurance market, products, services and underwriting procedures.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Self-managed and responsible for project and time management.
• Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.

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.

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.
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.
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