Team Advocate - Commercial 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 Team Advocate, Small Business Unit mentors and develops the service staff while maintaining their book of business.  The Team Advocate focuses on coaching, training, and guiding junior team members, ensuring they grow professionally while balancing their own responsibilities in client service and account management.

A GLIMPSE INTO YOUR DAY

• Mentors and manages client service and account management team members. 
• Works with the Service Leadership Team and Human Resources 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 the new associate. 
• Trains team members on duties, expectations, standards, and policies.  Audits and reviews these areas regularly as set by service standards; identifies/coordinates additional employee training as needed. 
• Assures service standards are being met utilizing the audit and review process. 
• Immediately and effectively partners with Service Team Leadership and Human Resources to address and resolve performance concerns.  
• Provides feedback to management and team members about service structure to improve performance and productivity. 
• Coordinates time off within the department to ensure service level and appropriate reporting of time off. 
• Creates and recommends new standards and any specialized processes or standards based on business needs. 
• Partners with the Service Leadership team to provide feedback during the annual performance review cycle. 
• Manages and services a book of business directly and may have direct revenue responsibility. 
• Answers client and employee questions in a timely manner. 
• Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals with CPCU and/or Certified Insurance Counselor (CIC) Designations. 
• High school diploma or equivalent required. Four-year degree preferred.
• A minimum of 7 years of account management experience in the insurance industry with a focus on commercial lines of coverage is required. 
• Prior experience acting in a mentor capacity and/or successfully leading a large project team.  
• Strong analytical and mathematical skills. 
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar 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. 
• 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.

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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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