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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 Corporate Legal Counsel will be challenged with a wide range of corporate legal matters, including negotiations, document review and drafting, regulatory compliance, and dispute resolution. A GLIMPSE INTO YOUR DAY Provides advice and legal solutions concerning the legal aspects of the Company’s business transactions and operations. Negotiates, drafts, and reviews carrier appointments and other vendor and partner agreements critical to the Company’s business and arranges for their proper execution. Provides counsel and solutions for agency licensing, third-party administrator licensing, and related registrations; prepares and submits requisite reports and notices related to company licenses. Drafts, negotiates, and reviews real estate leases, lease extensions, lease amendments, estoppel certificates, and landlord notices, and resolves lease issues and disputes. Analyzes, supervises, and manages claims brought by the Company and claims, potential claims, litigation, and regulatory inquiries brought against the Company (“Claims”); responds to Departments of Insurance inquiries and other Claims; reports Claims to and coordinates any applicable responses with insurance carriers; and provides reports to General Counsel and\u002For management regarding Claims. Conducts legal research, interprets laws, rulings and regulations and provides legal opinions to Relation Insurance, Inc. Audits, monitors, and provides solutions for compliance with laws, rulings, regulations, agreements, organizational documents, company policies, and lender requirements. Advises and assists with employment and independent contractor matters, including employment agreements, independent contractor agreements, enforcement of non-competition and non-solicitation covenants, and employment law compliance. Applies technology and proprietary AI tools to increase the speed, accuracy, and consistency of legal work (e.g., drafting, summarization, risk flagging), while ensuring careful review, defensible documentation, secure data handling, and compliance with applicable laws, ethical obligations, and internal AI-use guidelines. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE Prefer regulatory experience, HIPAA compliance experience, and experience in performing diverse duties substantially similar to the essential duties and responsibilities of this position. Prefer a minimum 2 years of experience practicing law in the insurance industry. Active license to practice law and admission to at least 1 state bar maintained in good standing required. Minimum 5 years of experience in the practice of law, either in an in-house position or with a law firm, required. Ability to prioritize and handle multiple tasks in a demanding work environment. Self-motivated with a high level of drive, energy, persistence, and initiative. Is proactive, committed, has high standards, achievement oriented, does what it takes to get the job done, and has a high level of enthusiasm. Must demonstrate strong and effective oral, written, and interpersonal communication skills. Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. Ability to show initiative, good judgment, and resourcefulness. Must demonstrate strong, thoughtful, and creative analytical and problem-solving skills. Willingness and ability to adhere to all principles of confidentiality. Ability to work independently and on a team. Must value operating in a collaborative work environment. 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. . $125,000.00 - $227,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business\u002Forganization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.",{"id":142,"slug":143,"title":144,"location":132,"raw_job_location_address_addressLocality":145,"raw_hiringOrganization_logo_url":132,"raw_description":146},86687,"paralegal-tpa-coe-relation-insurance-inc-corporate","Paralegal, TPA & COE","US OK Tulsa","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 Paralegal provides experienced legal, regulatory and compliance support to Relation’s Third-Party Administrator (TPA) business and its Center of Excellence (COE) business. The individual in this role performs substantive legal support under attorney direction, including review of routine contracts, plan-related documents, legal and regulatory research, support for disputes and appeals, regulatory filings, subpoena and information request responses, and maintenance of legal and compliance records. The Paralegal works closely with Operations, Sales, Finance, Information Technology, and other business partners to support the TPA and COE operations. A GLIMPSE INTO YOUR DAY Reviews routine business contracts and supporting documentation against approved templates, playbooks, and guidelines, including client contracts, administrative services agreements, provider network agreements, business associate agreements, and vendor agreements; summarizes key terms, identifies missing or non-standard provisions, and escalates legal or business issues to an attorney. Prepares, reviews, and organizes playbooks, legal documents, correspondence, forms, certifications, regulatory submissions, and other materials under attorney direction. Conducts legal and regulatory research related to TPA and COE operations, including self-funded employee benefits plans and claims administration, and applicable federal and state requirements related thereto. Summarizes findings and identifies potential operational impacts for attorneys and internal business partners. Prepares responses to third-party complaints, reviews, and audits by gathering and organizing records, researching applicable requirements, drafting responses or other deliverables, and tracking deadlines. Responsible for the TPA’s licensing, including preparation and filing of annual reports and other filings due to regulators across applicable jurisdictions. Monitors filing, reporting, registration, and renewal requirements; maintains accurate tracking records and coordinates timely submissions with regulators, internal business partners and third-party service providers. Identifies legal and compliance risk with respect to TPA’s and COE’s operations that may develop from time-to-time, propose remedies, and implement agreed upon action plan. Assists with responses to subpoenas, medical record requests, regulatory inquiries, audits, complaints and internal information requests by gathering, reviewing, organizing, and tracking responsive materials under attorney supervision. Tracks changes in ERISA, HIPAA, COBRA, the Affordable Care Act, state insurance requirements, and other laws and regulations applicable to TPA operations, and assists Legal and Compliance leadership in evaluating related requirements. Serves as a legal support contact for internal TPA and COE business partners and coordinates with applicable internal and external parties under attorney direction. Maintains complete and accurate Legal Department files, contract records, regulatory documentation and matter data in designated electronic document and matter management systems. Coordinates signatures, notarizations, certifications, and document approvals after attorney review, and maintains final executed copies. Coordinates contract intake and routes agreements to the appropriate Legal, Compliance, operational, and executive stakeholders for review and approval. May provide backup support to the Corporate Paralegal and\u002For Legal Operations Specialist on established legal operations, licensing, records, and administrative processes. Responsibly applies technology and proprietary AI tools to increase the speed, accuracy, and consistency of legal work, including drafting, summarization, document comparison, research support, and issue identification, while ensuring careful review, defensible documentation, secure data handling, and compliance with applicable laws, ethical obligations, and internal AI-use guidelines. Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE High School diploma or equivalent required. Two or four-year degree in paralegal studies, legal studies, healthcare administration, business or related field preferred. Paralegal certificate from an accredited program. Minimum 5 years of relevant paralegal, legal support, or compliance experience supporting healthcare TPA, self-funded employee benefits plan, health plan administration, claims administration or related legal matters. Experience reviewing administrative services agreements, provider network agreements, business associate agreements, or healthcare vendor agreements using approved templates or playbooks. Working knowledge of ERISA, HIPAA, COBRA, the Affordable Care Act, and federal and state requirements applicable to healthcare TPA operations. Working knowledge of self-funded plan designs, stop-loss insurance, claims appeals, grievances, and independent external review processes. Working knowledge of legal terminology, contract documentation, legal and regulatory research practices, and regulatory filing requirements. Ability to locate, review, summarize, and organize complex legal, regulatory, contractual, and claims-related information. Strong attention to detail with the ability to produce accurate work, identify inconsistencies, and follow matters through completion. Strong planning, organizational, and time management skills, with the ability to manage a high volume of work, competing priorities, and deadlines. Strong written and verbal communication skills and the ability to work effectively with attorneys, business partners, regulators, and external service providers. Ability to protect confidential, privileged, personal, and proprietary information and adhere to applicable data security requirements. Proficient skills in Microsoft Office, primarily Word and Excel, with the ability to learn and effectively use legal, document management, licensing, and other business systems. 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. . $36.54 - $62.01 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business\u002Forganization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.",{"id":148,"slug":149,"title":150,"location":132,"raw_job_location_address_addressLocality":151,"raw_hiringOrganization_logo_url":132,"raw_description":152},86692,"risk-placement-lead-national-accounts-relation-insurance-inc-corporate","Risk Placement Lead, National Accounts","US Remote","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 Risk Placement Lead, National Accounts supports the sales process to retain and grow the business for Relation’s largest and most complex commercial lines accounts by providing marketing support that is dependable, accurate, accessible, and driven for success. The individual in this position plays a critical role in partnering with various departments, including sales and service teams, to promote Relation’s products and services to attract new clients and retain existing ones. By developing effective strategies and implementing targeted campaigns, the Risk Placement Lead contributes to the growth and success of the Company. A GLIMPSE INTO YOUR DAY Proactively solicits new and renewal business from Sales Producers to create trust and frequent use of the National Accounts Placement Team. 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, including premium rates, deductible levels, coverage enhancements, or exclusion negotiations. Proactively identifies opportunities to enhance client satisfaction and retention by providing exceptional service, addressing concerns, and offering additional coverage options or risk management recommendations. Builds and maintains strong relationships with insurance carriers, underwriters, and clients (internal and external) to ensure smooth insurance renewal processes and effective communication. Adheres to legal and regulatory requirements in the insurance industry, ensuring all renewals comply with applicable laws and regulations. Stays up to date on industry trends, market conditions, and new insurance products to provide valuable insights and recommendations to clients (internal and external) during the renewal process. 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. WHAT SUCCESS LOOKS LIKE IN THIS ROLE High School Diploma or equivalent. Four-year degree preferred. A Property and Casualty License from the state of domicile is required and must be maintained, with preference given to individuals with insurance designations (e.g., CISR, CIC, CPCU). Minimum 7 years' experience in supporting all risk placement initiatives related to new and renewal business. Prior experience acting in a mentor capacity and\u002For successfully leading a large project team. Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel. Ability to learn and adapt quickly to new technologies and software. In-depth understanding of personal lines of coverage. Excellent written\u002Fverbal communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers. Detail-oriented and highly organized, able to manage multiple tasks and prioritize work effectively to meet or exceed deadlines. Strong, proactive communications to keep internal and external engagements current. Professional and polished presence and communications for virtual or in-person meetings to gain the trust of advisors and clients. Must value operating in a collaborative working environment. Strong analytical and mathematical skills. 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. . $70,000.00 - $138,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business\u002Forganization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.",{"id":154,"slug":155,"title":156,"location":132,"raw_job_location_address_addressLocality":151,"raw_hiringOrganization_logo_url":132,"raw_description":157},86694,"systems-data-analyst-relation-insurance-inc-corporate","Systems & Data Analyst","WHAT WE’RE LOOKING FOR The Analyst, Systems and Data is responsible for supporting the management of Relation’s core internal account management systems (AMS), including design, best practices, and workflows. The individual in this role must have a strong acumen for AMS360\u002FImageRight and a clear understanding of how to best deploy these tools as part of a broader integration strategy. The position will require teamwork and active collaboration with business leaders representing various departments, including IT, Service, Broking, and Operations. A GLIMPSE INTO YOUR DAY Supports and implements core business decisions related to AMS design, setup, and implementation. Drives a streamlined data migration process for new acquisitions integrating into Relation’s instance of AMS360. Identifies opportunities to optimize or expand the utilization of AMS capabilities to support the objectives of the business. Supports high-priority workstreams associated with Relation’s data governance and quality enhancement efforts. Strategically partners with 3rd party providers where necessary to automate or outsource repetitive administrative tasks into the data governance process. Builds relationships with new acquisitions to support smooth and collaborative data integration efforts. Special projects and other duties as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE High school diploma or equivalent required. Minimum 5 years’ proven experience in insurance brokerage systems management. College degree in a related field highly preferred. 7 to 10+ years of experience managing insurance brokerage systems. Extensive experience with AMS360 and ImageRight highly preferred. Highly proficient in agency management systems. Excellent communication and interpersonal skills; expresses thoughts and ideas clearly, both verbally and in writing to address all levels within the organization; establishes trust and confidence quickly. Strong organizational\u002Ftime management skills. Ability to communicate appropriately and build professional relationships with individuals at all levels of the organization. Willingness to adhere to all principles of confidentiality. Ability to represent the company in a professional manner to both internal and external customers and clients. 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. . $68,000.00 - $114,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business\u002Forganization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.",{"id":159,"slug":160,"title":161,"location":132,"raw_job_location_address_addressLocality":162,"raw_hiringOrganization_logo_url":132,"raw_description":163},63511,"account-manager-national-accounts-relation-insurance-inc-corporate","Account Manager, National Accounts","US CA Remote","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 Account Manager, National Accounts, serves as a resource to Relation's largest, most complex clients by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. A GLIMPSE INTO YOUR DAY 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. WHAT SUCCESS LOOKS LIKE IN THIS ROLE High School Diploma or equivalent. Four-year degree preferred. A Property and Casualty License from state of domicile is required and must be maintained. Preference given to individuals who have advanced insurance designations (e.g. AINS, CIC, CPCU, ARM). Minimum of 5 years account management experience in the insurance industry with a focus on complex commercial lines of coverage is required. Strong analytical and mathematical skills. Strong PowerPoint and presentation skills for both in-person and teleconference\u002Fwebinar sessions. In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. 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. Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. Ability to travel up to 10% of the time as needed. 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. . $63,000.00 - $121,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business\u002Forganization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.",{"id":165,"slug":166,"title":167,"location":132,"raw_job_location_address_addressLocality":151,"raw_hiringOrganization_logo_url":132,"raw_description":168},63522,"senior-financial-analyst-relation-insurance-inc-corporate","Senior Financial Analyst","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 Financial Analyst supports the financial planning and analysis activities of Relation business units, including budgeting, forecasting, financial reporting, and business performance analysis. The individual in this role develops, enhances, and maintains financial models and analytical tools to improve forecast accuracy and provide meaningful insight into operational and financial results. The Senior Financial Analyst contributes to the month-end close process, analyzes key business drivers and trends, and prepares reporting and recommendations that support informed decision-making. In addition, this individual supports strategic initiatives, ad hoc analyses, and special projects to improve operational and financial performance. A GLIMPSE INTO YOUR DAY Prepares financial analyses, reporting, and recommendations for assigned departments to support budgeting, forecasting, and business planning activities. Analyzes and evaluates departmental budget requests, supporting the preparation of budget documents, reports, recommendations, and related impact analyses. Develops, enhances, and maintains financial models, forecasts, and analytical tools to support accurate reporting, performance analysis, and informed decision-making. Communicates expected and actual financial results, including key assumptions, business drivers, trends, and variances. Supports department representatives in preparing budget requests, including documentation, research, analysis, and budget impact support. Supports budget discussions and presents financial data, analysis, and recommendations as needed. Provides technical and analytical support on budget matters, forecasting activities, and business planning initiatives. Identifies, analyzes, and communicates financial issues that may impact business objectives and provides recommended solutions for review. Supports audit processes through accurate documentation, analysis, and timely delivery of required information. Completes special projects, requests for financial information from business unit leaders, ad hoc analyses, and line-of-business reporting. Collaborates with accounting, finance, compensation, and other internal teams to support accurate reporting, budgeting, forecasting, and analysis. Participates in finance-led process improvement initiatives by identifying opportunities to improve reporting, modeling, forecasting, and analytical processes. Embraces technology, automation, data tools, and Relation's proprietary AI resources to improve efficiency, strengthen analysis, enhance reporting accuracy, and support informed business decision-making. 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 Accounting, Finance, Economics, Business, Statistics or other related field preferred. Minimum 5 years of experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline. CPA a plus. Previous experience within an insurance brokerage, professional services, or financial services environment preferred. Strong proficiency in Excel and PowerPoint, with working knowledge of Word, financial systems, reporting tools, and related business software. Strong analytical, mathematical, financial modeling, and critical-thinking skills. Ability to independently analyze financial results, prepare supporting schedules, and present findings and recommendations to management. Ability to build budgets, forecasts, and financial models, including customer, product, or line-of-business analysis. Ability to complete in-depth revenue analysis incorporating market conditions, new and lost business, producer incentives, and compensation considerations. Strong attention to detail, control awareness, and commitment to accuracy, timeliness, and confidentiality. Strong interpersonal, communication, relationship-management, problem-solving, and time-management skills. Ability to prioritize multiple projects and deadlines while operating in a fast-paced, matrixed environment. Ability to work cross-functionally and collaboratively while showing initiative, sound judgment, and resourcefulness. 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. . $81,000.00 - $133,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business\u002Forganization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.",{"id":170,"slug":171,"title":172,"location":132,"raw_job_location_address_addressLocality":151,"raw_hiringOrganization_logo_url":132,"raw_description":173},63523,"senior-claims-consultant-national-accounts-relation-insurance-inc-corporate","Senior Claims Consultant, National Accounts","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 Claims Consultant, National Accounts serves as an advisor and primary claims resource for large, complex accounts through a range of internal and external resources. The individual in this role will lead claims strategy, provide analytics and insights, and partner with clients, carriers and internal resources to manage a smooth and effective claims process. A GLIMPSE INTO YOUR DAY 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. WHAT SUCCESS LOOKS LIKE IN THIS ROLE High school diploma or equivalent. A Property and Casualty License from state of domicile is required and must be maintained. Minimum 8 years of experience in property and casualty claims processing, with exposure to large or complex commercial accounts preferred. Strong knowledge of commercial claims administration processes, coverage concepts and terminology. Excellent verbal and written communication skills with a client‑focused approach. Proven ability to build and maintain strong relationships with clients, carriers and internal teams. Demonstrated ability to manage multiple priorities and work effectively in a fast‑paced environment. Strong organizational skills and attention to detail. Proficiency in Microsoft Word and Excel; ability to learn new systems and software applications. Commitment to confidentiality and professional standards. 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. . $92,000.00 - $154,000.00 Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. 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