Relation Insurance Services Executive and Leadership Team

Charissa Hartmann, the Chief Financial Officer at Relation Insurance Services, manages the fiscal health and capital allocation strategies that sustain the agency's long-term stability. Hartmann oversees financial planning, reporting, and risk management, ensuring that the firm maintains the resources necessary to support its client-first mission. By providing rigorous oversight of budgetary performance and investment decisions, the Chief Financial Officer enables the organization to navigate complex market conditions with confidence. This role involves collaborating with the executive team to ensure that financial goals align with the company's commitment to personalized service and trust. Charissa Hartmann drives the development of financial models that support sustainable growth and operational efficiency across all business units. Through the precise management of the firm's economic assets, Hartmann secures the foundation required for the agency to act as a reliable advisor, protecting the interests of clients while maintaining a strong market position.

Clark Palmer, the Eastern Region Chief Financial Officer & Chief Operating Officer at Relation Insurance Services, directs both the financial oversight and operational execution for the firm's eastern market presence. Palmer manages the regional budget and resource allocation while simultaneously ensuring that service delivery remains consistent with the company's core values. By balancing fiscal responsibility with operational efficiency, the Eastern Region Chief Financial Officer & Chief Operating Officer enables the agency to provide high-quality insurance solutions across a broad geographic area. This dual-focused role involves coordinating with regional leadership to drive growth and maintain the trust of clients. Clark Palmer executes strategies that optimize performance and support the firm's commitment to being a partner and advisor. Through the integrated management of financial and operational functions, Palmer secures the stability and success of the eastern region, ensuring that the agency effectively protects the interests of its diverse client base.

Kevin Rabinowitz, the Chief Operating Officer at Relation Insurance Services, directs the internal infrastructure and daily business processes that support the agency's client-focused mission. Rabinowitz oversees the integration of service delivery models across the organization, ensuring that every client interaction reflects the company's commitment to trust and personalized care. By streamlining operational workflows, the Chief Operating Officer enhances the efficiency of insurance product distribution and service management. This leadership role involves close collaboration with the executive team to scale internal capabilities while maintaining high standards of service quality. Kevin Rabinowitz drives the implementation of standardized protocols that allow the agency to act as a reliable partner for families and businesses. Through rigorous oversight of operational performance, Rabinowitz secures the stability of the firm's service delivery, ultimately fostering long-term client relationships and supporting the broader growth objectives of the organization.

Babette Carman, the Chief Operating Officer, Media & Entertainment at Relation Insurance Services, directs the specialized insurance operations tailored to the unique needs of the media and entertainment sector. Carman oversees the delivery of risk management solutions that protect the interests of clients within this dynamic industry. By focusing on the specific challenges of media production and entertainment ventures, the Chief Operating Officer ensures that the agency provides highly relevant and effective coverage. This role involves coordinating with industry-specific teams to maintain the high standards of service and trust that define the firm's approach. Babette Carman drives the operational success of this business unit by aligning service delivery with the fast-paced requirements of the sector. Through the expert management of these specialized operations, Carman supports the agency's mission to act as a dedicated partner, helping clients navigate complex insurance needs with confidence and professional expertise.

Jill Zewalk, the Chief Operating Officer, Nc & VA Business Unit at Relation Insurance Services, directs the regional operations and service delivery across North Carolina and Virginia. Zewalk oversees the local implementation of the agency's client-focused strategies, ensuring that families and businesses in these regions receive personalized insurance solutions. By managing the day-to-day activities of the business unit, the Chief Operating Officer maintains the high level of trust and service quality that the firm promises to its clients. This role involves leading local teams to ensure that insurance needs are met with efficiency and care. Jill Zewalk drives the operational performance of the unit, supporting the broader company mission through regional excellence. Through the effective management of these specific geographic operations, Zewalk secures the agency's reputation as a reliable advisor, fostering long-term relationships and promoting safety and well-being throughout the assigned territory.

Scott Haney, the Chief Operating Officer of THE HANEY at Relation Insurance Services, directs the specialized operations and service strategies for this specific business division. Haney oversees the delivery of insurance solutions that align with the unique requirements of the division's client base, ensuring that every interaction reflects the firm's commitment to trust and personalized care. By managing the operational workflows and service standards within this unit, the Chief Operating Officer of THE HANEY maintains the agency's reputation for excellence. This role involves leading the team to simplify complex insurance decisions and provide proactive advice to clients. Scott Haney drives the success of the division by focusing on operational efficiency and client satisfaction. Through the dedicated management of these specialized operations, Haney supports the broader company mission, acting as a reliable partner and advisor to help clients navigate their insurance needs with confidence and security.

Michael Toran, the Chief Information Officer at Relation Insurance Services, architects the digital framework and technological systems that empower the agency to provide seamless insurance solutions. Toran manages the security and scalability of data platforms, ensuring that client information remains protected while facilitating efficient decision-making processes. By modernizing the technological landscape, the Chief Information Officer enables the firm to deliver personalized service with greater speed and accuracy. This role involves aligning IT initiatives with the company's overarching goal of simplifying complex insurance needs for diverse clients. Michael Toran drives the adoption of innovative digital tools that enhance the overall client experience and support the agency's advisory capacity. Through the strategic deployment of advanced software and infrastructure, Toran maintains the technological edge necessary for the firm to remain a trusted partner in the insurance industry, consistently safeguarding client interests through robust digital resilience.

David Tacha, the Chief Revenue Officer at Relation Insurance Services, directs the growth strategies and revenue generation initiatives that expand the agency's market presence. Tacha oversees the development of sales pipelines and client acquisition programs, ensuring that the firm effectively reaches individuals and businesses in need of tailored insurance protection. By analyzing market trends and identifying new opportunities, the Chief Revenue Officer aligns the company's service offerings with evolving client demands. This leadership role involves coordinating with regional teams to drive consistent performance and maximize the impact of the agency's advisory services. David Tacha executes revenue-focused plans that prioritize long-term client retention and trust-based relationships. Through the optimization of sales processes and the expansion of the firm's footprint, Tacha secures the financial health of the organization, ensuring that the agency continues to provide high-quality insurance solutions to a growing client base.

Maria Grimm, the Chief Marketing Officer at Relation Insurance Services, directs the brand strategy and communication initiatives that define the agency's market identity. Grimm oversees the development of marketing campaigns that highlight the firm's commitment to trust, personalized service, and long-term relationships. By crafting messaging that simplifies insurance decision-making, the Chief Marketing Officer ensures that the company's value proposition resonates with individuals, families, and businesses. This leadership role involves managing the agency's public presence and digital engagement to foster deeper connections with clients. Maria Grimm drives the implementation of brand-building activities that support the firm's reputation as a partner and advisor. Through the strategic use of market insights and creative outreach, Grimm enhances the visibility of the agency's services, ensuring that the brand remains synonymous with safety, well-being, and professional excellence in the competitive insurance landscape.

Kendra Butler, the Chief Human Resources Officer at Relation Insurance Services, directs the talent management and organizational culture initiatives that support the firm's people-first approach. Butler oversees recruitment, employee development, and workplace policies, ensuring that the agency attracts and retains the expertise necessary to provide exceptional service. By fostering a culture of trust and professional growth, the Chief Human Resources Officer enables the team to act as effective partners and advisors for clients. This role involves aligning human capital strategies with the company's mission to simplify insurance and protect client interests. Kendra Butler drives the implementation of programs that promote employee well-being and operational excellence across the organization. Through the strategic management of the firm's workforce, Butler secures the human foundation required for the agency to deliver personalized care, ensuring that the company remains a supportive and high-performing environment for all staff members.