Senior Vice President

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.

The Senior Vice President is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients.

The Senior Vice President projects a professional company image through all interactions with clients, insurance carriers, co‑workers and others.

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients.
• Exhibits thought leadership and industry engagement through associations, speaking panels and generally demonstrates expertise in selected industry verticals.
• 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 (PPCs), 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 a consultative selling approach.
• Assess and 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 the 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.

• High school diploma or equivalent required.
• Minimum 2 years’ proven sales experience in the insurance industry.
• Strong negotiator, avid problem solver, and works well with different personalities to ensure sale.
• In‑depth understanding of insurance markets, products and usages, as well as insurance rating and underwriting procedures.
• Outstanding interpersonal and communication skills to explain complex coverages, receive and interpret information, and respond appropriately.
• In‑depth understanding of complex commercial lines coverage and industry operations.
• Proficient skills in Microsoft Office (primarily Excel, PowerPoint and Word).
• Computer literate with the ability to learn new software applications.
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Willingness to adhere to all principles of confidentiality.
• Ability to work independently and as a team.
• Keen sense of humor, competitive drive and winning spirit.
• Valuing a collaborative work environment.
• Ability to show initiative, good judgment, and resourcefulness.
• Ability to advise clients concerning their insurance needs.
• Ability to calculate and perform mathematical functions.