Carrier Migration Team Lead

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Relation is among the fastest-growing insurance brokers in the U.S. We work together to bring new products, capabilities and ideas to our clients, while preserving the local relationships and expertise that our clients have come to expect. Our employees and our clients are our top priorities…our success is built upon both and we take that seriously. We offer a competitive compensation package (including benefits), a collaborative team environment and growth opportunities. 

We are looking for brilliant minds to come join us in a fast-paced, exciting work environment where having fun while working hard is part of our core values. Our culture encourages personal growth, and success. Are you a team player who enjoys challenging work? Do you believe the client always comes first? Come claim your future with a growing company that can help you be your best. Build a lasting connection with Relation!


The Carrier Migration Team Lead plays an essential role in supporting Relation’s comprehensive integration strategy for new acquisitions, ensuring all agency appointments and contracts are converted post acquisition in an efficient and strategic manner. As part of their responsibilities, this individual will provide leadership, training, and professional development to support individual growth and success of the team.


  • Leads an enthusiastic and engaged team which is responsible for the efficient migration of carrier records, systems, and relationships for newly acquired agencies 
  • Plans, monitors, and controls several assigned projects concurrently to effectively use time and team resources to achieve targets and goals
  • Manages the day-to-day functions and performance of the Carrier Migration Team
  • Coordinates with internal team(s) to ensure tasks are completed on schedule and to required specifications
  • Supports process enhancements and varied special projects to attain key performance improvements or reduce risk
  • Actively participates in the hiring process, provides recommendations for hiring, and oversees new hire onboarding process
  • Identifies and provides recommendations on efficiency improvements
  • Contributes to team effort by accomplishing related results as needed
  • Delivers ad-hoc training as required
  • Provides weekly status reports to management
  • Performs other related duties and/or projects as assigned



  • Outstanding interpersonal and communications skills, project coordination experience, and flexibility
  • Excellent oral and written communication skills
  • Self-directed and organized
  • Pays attention to detail
  • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word)
  • Must be computer literate with the ability to learn new software applications
  • Must be able to consult and advise others
  • Proven effective project management skills and extraordinary drive for results


  • Ability to work well with internal/external stakeholders of all levels
  • Demonstrated ability to lead and inspire a team to achieve goals
  • Ability to communicate appropriately and build professional relationships at all levels of the Company
  • Ability to delegate tasks and responsibilities to team members
  • Solid organizational skills including attention to detail
  • Proven ability to multi-task and adapt to a changing and fast paced environment
  • Hands-on, open minded, proactive team player
  • Enthusiastic, dependable, and highly motivated
  • Self-managed and responsible for project and time management
  • Demonstrated sound judgment and initiative
  • Willingness to adhere to all principles of confidentiality
  • Must value operating in a collaborative work environment
  • Ability for occasional weekend work expected and required as necessary


  • Advanced expertise with MS Office products (Excel, Access, Word, etc.) required
  • Experience in the insurance industry strongly preferred
  • Demonstrated experience in successfully leading a team
  • 5+ years of experience in administration, operations, or professional services required

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.