Teams at Relation Insurance Services

The Account Coordinator manages policy documents, client queries, and renewals, ensuring accurate service and communication with clients and carriers.

Serve as primary administrative contact for commercial lines clients: manage policy documents, renewals, endorsements, audits, and carrier communications; support account retention and remarketing; maintain accurate client files and adopt proprietary AI and other technologies to improve service.

The Account Manager oversees high-net-worth clients' insurance portfolios, assessing needs, providing customized coverage plans, managing claims, and ensuring compliance with industry standards.