Practice Leader, Management and Financial Lines

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 Practice Leader, Management & Financial Lines drives profitable growth, practice strategy, and market leadership for Relation’s Management and Financial lines portfolio, including Directors & Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability, Crime, Reps and Warranties, Tax, and Cyber. The individual in this role provides broking, sales and technical leadership across producers and service/placement teams, strengthens carrier partnerships, and ensures consistent execution of best-in-class advisory and placement practices to retain and expand client relationships.

A GLIMPSE INTO YOUR DAY

• Sets the strategic vision and owns revenue accountability for the Management and Financial Lines practice, including annual growth strategy, pipeline performance, organic and inorganic revenue generation, retention, and multi-year forecasting.
• Champions a consultative, insight-driven sales culture, driving sustainable client acquisition, cross-sell expansion, and long-term advisory relationships with key clients and prospects.
• Aligns Management and Financial Lines strategy with enterprise priorities, ensuring integration with broader growth, client experience, and market expansion initiatives.
• Leads, mentors, and develops producers and practice leaders, building a high-performing, scalable team and strengthening succession planning and talent depth.
• Establishes a collaborative operating model across producers, placement specialists, and account teams to optimize client outcomes, execution efficiency, and revenue growth.
• Provides executive oversight of marketing and placement strategy for new and renewal business, ensuring competitive positioning, differentiation, and alignment with market dynamics.
• Guides renewal and risk transfer strategies for complex and high‑exposure accounts, informed by evolving client risk profiles, industry trends, and market conditions.
• Sets and enforces standards for underwriting quality, ensuring disciplined, best-in-class submissions, compelling narratives, and consistent market-facing excellence.
• Cultivates and maintains senior executive relationships with key carriers, leveraging market intelligence, underwriting insight, and strategic partnerships to drive optimal outcomes for clients.
• Serves as a trusted executive advisor to clients on Management and Financial Lines risks, including D&O, EPL, Fiduciary, Crime, and Cyber, delivering strategic counsel aligned to governance, financial, and operational priorities.
• Provides leadership on complex coverage analysis and claims advocacy, supporting resolution of high-severity or sensitive matters and reinforcing the firm’s value proposition.
• Establishes governance, operational standards, and best practices across renewals, CRM adoption, compliance, and data discipline to ensure scalability, consistency, and risk management.
• Leads strategic initiatives and enterprise projects that advance the firm’s Management and Financial Lines capabilities, market positioning, and long-term growth objectives.
• 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 Business Administration, Finance, Risk Management, Economics or other related field preferred.
• Minimum 12 years’ experience in insurance brokerage, underwriting, or specialty risk advisory with financial lines focus.
• Minimum 5 years’ Senior Leadership experience with proven ability to lead cross-functional teams and influence matrixed organizations.
• Property and Casualty License from state of domicile is required and must be maintained.
• Surplus Lines License strongly preferred.
• Professional designations such as CPCU, ARM, or CIC preferred.
• Experience advising executive leadership and boards preferred.
• Demonstrated experience developing national strategies and driving operational consistency.
• Strong relationships with carriers and market partners. Demonstrated skills in market negotiation and placement execution
• Strong analytical and mathematical skills.
• 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.
• Demonstrated ability to think ahead and plan over a 1–2-year timeframe.
• Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.
• Ability to evaluate and make decisions, recognize potential conflicts and observe appropriate precautions.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Ability to travel as required by business need.

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.

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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.

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