Senior Vice President, Management and Financial Lines

Relation Insurance Services, Inc.

Job Overview

Location

US Remote

Job Type

Full-time

Full Job Description

📋 Description

• As the Senior Vice President of Management and Financial Lines at Relation Insurance Services, Inc., you will serve as the second-in-command to the Practice Leader, playing a pivotal role in driving revenue growth, client retention, and technical excellence across one of the firm’s most critical practices. This leadership position is essential to shaping strategic initiatives, managing high-value client engagements, and fostering deep carrier and market relationships that directly impact the company’s competitive positioning and long-term success in the specialty insurance landscape.
• You will partner closely with the Practice Leader to develop and execute enterprise-wide growth, retention, and new-business strategies, ensuring alignment with broader organizational goals while providing executive oversight of practice operations, pipeline management, forecasting, and at-risk account strategies. Your day-to-day responsibilities include leading the placement of complex, high-value client risks, negotiating sophisticated coverage terms with domestic and international carriers, building market access programs for field teams, and serving as a trusted advisor on program design, risk structures, and coverage enhancements. You will oversee end-to-end placement execution, champion cross-selling initiatives, monitor emerging market trends and underwriting appetites, lead carrier stewardship efforts, and act as a player-coach to mentor producers, brokers, and account teams in technical expertise and consultative selling. Additionally, you will drive process and technology innovation—including the adoption of proprietary AI tools—to improve client and field experiences, ensure governance and compliance, and maintain rigorous quality control across all deliverables.
• Relation Insurance is a dynamic, innovative leader in the insurance industry, known for its collaborative culture, commitment to excellence, and investment in cutting-edge solutions. The company values continuous improvement, technical leadership, and strong relationships—both with clients and carrier partners—and provides a platform for seasoned professionals to make a meaningful impact. Joining this team means contributing to a forward-thinking organization that prioritizes growth, operational discipline, and employee development in a supportive, high-performance environment.
• In this role, you will have the opportunity to shape the strategic direction of a national specialty practice, deepen your expertise in complex financial and management lines risks, and elevate your leadership influence across teams and regions. You will gain exposure to advanced risk structuring, international carrier negotiations, and AI-driven service innovation, while mentoring the next generation of insurance professionals. Success in this position can lead to broader enterprise leadership opportunities and establish you as a trusted authority in specialty risk placement and advisory services.

🎯 Requirements

• Minimum 8 years’ experience in insurance brokerage, underwriting, or specialty risk advisory with a focused background in financial lines.
• 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 are preferred, along with a four-year degree in Business Administration, Finance, Risk Management, Economics, or a related field (high school diploma or equivalent required).

🏖️ Benefits

• Competitive pay with a salary range of $350,000.00 to $450,000.00, plus eligibility for a discretionary annual incentive program based on individual and organizational performance.
• Comprehensive benefit program including family health and wellness programs, 401(k) retirement plan, employee assistance programs, paid time off, and paid holidays.
• Career advancement and development opportunities within a growing, innovative organization that values internal mobility and professional growth.

Skills & Technologies

Senior

Remote

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Relation Insurance Services, Inc.

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About Relation Insurance Services, Inc.

Relation Insurance Services is a leading independent insurance brokerage firm providing a comprehensive suite of insurance solutions. The company specializes in commercial and personal lines of insurance, employee benefits, and risk management services. They serve a diverse range of industries, including construction, healthcare, manufacturing, and technology. Relation Insurance focuses on building strong client relationships through personalized service and expert advice. Their business model emphasizes organic growth and strategic acquisitions to expand their geographic reach and service offerings, positioning them as a significant player in the insurance brokerage market.

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