Relation Insurance Services

• Drives strategic sales initiatives for assigned region • Optimizes Relation’s sales processes to achieve and exceed organizational goals • Leads the development and execution of sales strategies • Fosters producer success and ensures alignment with company objectives • Oversees the deployment of sales tools and technologies • Conducts in-depth analysis of sales processes to identify opportunities for innovation • Establishes and monitors key performance indicators (KPIs) • Collaborates with IT and other stakeholders to evaluate, select, and deploy sales tools • Fosters a collaborative environment to enhance cross-functional initiatives • Oversees training programs for sales teams • Ensures compliance with industry regulations and ethical standards

• Leads AMS360 data conversion projects, working with subject matter experts, technical resources, and vendors to define conversion requirements and mapping standards • Analyzes source-system data structures and develops detailed field-level mapping specifications for AMS360 • Executes and validates test conversions, reconciles results, and resolves data quality issues prior to production migration • Utilizes agentic AI tools to accelerate data quality checks, mapping activities, validation processes, and documentation • Creates and maintains conversion documentation, mapping rules, assumptions, data dictionaries, and issue logs • Works closely with project teams to troubleshoot issues and develop solutions under aggressive project timelines • Supports successful data integration, testing, and go-live activities by providing conversion expertise and working flexible hours as needed • Provides regular status updates and proactively identifies and escalates risks to project leadership • Takes ownership of project deliverables, ensuring conversion tasks are completed accurately and on schedule • Supports data quality, cleansing, transformation, and normalization initiatives across multiple source systems • Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.

• Proactively solicits new and renewal business from Sales Producers • Acts as a resource for carrier information, including appetite guides, carrier brochures, whom to contact, and other important information • Mentors regional risk placement team members • Trains team members on duties, expectations, standards, and policies • Works with the Director of Placement, National Accounts to oversee employees’ day to day activities and implement projects and directives • May participate in the hiring process and provide recommendations for new hires • Oversees and manages the new hire onboarding process to ensure success of new risk placement associates • Holds monthly renewal meetings with Sales Producers and Account Managers to designate accounts that need to be marketed through the Placement Team • Reviews applications and obtains additional information from Sales Producers or Account Managers as needed • Partners with Sales Producers to ensure the prospect's needs have been met • Collaborates and implements a renewal strategy based on potential and existing clients’ risk profiles, market conditions, and carrier options • Develops the submission narrative describing risk, losses & controls, target premium, and quote due date • Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, brochures, etc • Follows up with markets to ensure submissions were received and to inquire whether further information is required • Compares quotes received with application and other quotes • Prepares and completes proposals • Utilizes AMS360 and ImageRight to document the placement process and to collaborate with the service team • Engages with insurance carriers to negotiate favorable renewal terms • Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service • Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external) • Adheres to legal and regulatory requirements in the insurance industry

• Implements proactive sourcing strategies to build a strong sales talent pipeline. • Develops and maintains relationships with passive talent and potential candidates to elevate Relation’s branding as well as achieve ambitious growth projections. • Manages third-party agencies and vendor relationships. • Designs and implements innovative recruitment strategies to attract top sales talent. • Partners with the Talent Acquisition Team to manage LinkedIn job postings and create outbound marketing campaigns for recruiting purposes. • Works with internal teams to create pipelines to meet growth goals. • Stays updated on industry trends and best practices to continuously improve recruitment processes. • Collaborates with senior leadership to understand the sales talent needs. • Provides guidance and support to Sales Leaders on recruitment-related matters. • Conducts preliminary interviews to assess candidates' skills, experience, and cultural fit. • Acts with urgency to deliver white-glove service throughout the recruiting process.

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s). • Develops an annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met. • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources. • Documents new business activity in Relation’s sales tracking system. • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system. • Develops and presents recommendations to clients based on consultative selling approach. • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. • Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams. • Seamlessly transitions sold clients to the designated client service/account management team. • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers. • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence. • Leverages innovative technology, including proprietary AI solutions, throughout the sales process to enhance prospect engagement, drive informed decision-making, and deliver a best-in-class client experience. • Performs other projects, duties, and tasks, as assigned.

• Serves as a primary point of contact for incoming claims-related inquiries across large and complex commercial lines of business, delivering timely, accurate and professional support. • Reports new claims to carriers in accordance with policy requirements and internal protocols, ensuring prompt and accurate claim setup. • Coordinates, prepares, and actively participates in claim review meetings with insureds and carriers, providing insights, status updates, and strategic guidance. • Works closely with Producers and Account Managers to deliver comprehensive claim updates, analytics, and supporting documentation to clients. • Acts as a client advocate throughout the claims lifecycle to help ensure fair, efficient, and policy-compliant claim resolution. • Drives communication between clients, carriers, adjusters, and other stakeholders to drive effective claim handling and timely outcomes. • Analyzes claim activity, reserves, and documentation to identify trends, coverage considerations, potential issues, and follow-up actions. • Partners with clients in identifying risk control and loss mitigation opportunities through coordination with internal resources and external vendors. • Maintains accurate, organized, and up-to-date claim files within agency management systems and other applicable platforms. • Leverages available technology, including data analytics and AI-enabled tools, to enhance service delivery, reporting accuracy, and operational efficiency. • Provides input on departmental workflows, processes, and service enhancements to improve client experience and operational effectiveness. • Performs other projects, duties, and tasks, as assigned.

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures • Partners in the strategic development of insurance plans tailored to client needs • Strategically manages the remarketing of renewals to ensure high account retention rates • Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies • Communicates various billing and invoicing options • Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs • Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed • Proactively communicates significant audit discrepancies to clients and determines further action • Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity • Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services • Recommends process improvements as needed • Quickly identifies and resolves complex client service issues • Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience • Performs other projects, duties, and tasks, as assigned.

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s) • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources • Documents new business activity in the appropriate system(s) • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time • Develops and presents recommendations to clients based on consultative selling approach • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients • Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams • Seamlessly transitions sold clients to the designated client service/account management team • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s) • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources • Documents new business activity in Relation’s sales tracking system • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in Relation’s sales tracking system • Develops and presents recommendations to clients based on consultative selling approach • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients • Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams • Seamlessly transitions sold clients to the designated client service/account management team • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence.

• Reviews and validates claims for accuracy, completeness, and eligibility based on policy terms and guidelines • Analyzes, adjudicates, and resolves claims by approving or denying documentation • Ensures legal compliance with company policies, procedures, and applicable regulations • Communicates with reinsurance brokers and other stakeholders to obtain necessary information for claim processing • Protects confidential information and ensures HIPAA compliance • Supports quality, accuracy, and consistency in claims processing through adherence to policies and procedures