Relation Insurance Services Executive and Leadership Team

Charissa Hartmann, the Chief Financial Officer at Relation Insurance Services, directs all fiscal planning and capital allocation strategies. Hartmann oversees the financial health of the organization, ensuring that budgetary frameworks support the long-term growth objectives of the agency. By managing complex reporting requirements and maintaining rigorous internal controls, the Chief Financial Officer safeguards the assets of the firm. Charissa Hartmann also collaborates with the executive board to evaluate investment opportunities that enhance the competitive position of the company within the insurance sector. Through precise financial modeling and risk assessment, the Chief Financial Officer optimizes resource distribution across all business units. This leadership role requires constant monitoring of market trends to ensure fiscal stability. Ultimately, Hartmann drives the financial performance necessary to sustain the client-focused mission of the agency while maintaining transparency and accountability in every transaction.

Clark Palmer, the Eastern Region Chief Financial Officer & Chief Operating Officer at Relation Insurance Services, directs the financial and operational performance of the company across the eastern United States. Palmer oversees the regional budget and ensures that local business units maintain high levels of efficiency. By managing the intersection of fiscal responsibility and operational execution, the Eastern Region Chief Financial Officer & Chief Operating Officer supports the expansion of the agency in key markets. Clark Palmer also collaborates with local teams to refine service delivery models that meet the specific needs of eastern clients. This leadership role involves identifying opportunities for cost reduction and process improvement to maximize regional profitability. Through strategic oversight, the Eastern Region Chief Financial Officer & Chief Operating Officer ensures that all operations align with the national mission of the firm. Palmer drives the growth of the eastern business portfolio through disciplined management.

Kent Shepard, the Chief Operating Officer at Relation Insurance Services, directs the daily operational workflows and service delivery standards of the organization. Shepard oversees the integration of internal processes to ensure that client needs receive prompt and effective attention. By streamlining administrative functions, the Chief Operating Officer improves the efficiency of the agency and supports the overall business model. Kent Shepard also collaborates with department heads to implement scalable solutions that facilitate growth across the national footprint of the company. This leadership role involves monitoring service quality metrics to ensure that every interaction reflects the commitment to personalized care. Through the optimization of operational infrastructure, the Chief Operating Officer maintains the high standards required for long-term client relationships. Shepard drives the execution of corporate policies that promote safety and well-being, ensuring that the agency remains a reliable partner for all insurance clients.

Jill Zewalk, the Chief Operating Officer, Nc & VA Business Unit at Relation Insurance Services, directs the operational activities within the North Carolina and Virginia markets. Zewalk oversees the local service teams to ensure that clients receive the personalized attention that defines the agency. By managing the day-to-day functions of the business unit, the Chief Operating Officer, Nc & VA Business Unit maintains high standards of service and operational excellence. Jill Zewalk also coordinates with regional leadership to implement strategies that address the unique insurance needs of the local population. This role involves fostering strong relationships with clients and ensuring that the agency remains a trusted advisor in the region. Through the effective management of local resources, the Chief Operating Officer, Nc & VA Business Unit supports the overall growth and stability of the firm. Zewalk drives the success of the business unit by prioritizing client safety and well-being.

Babette Carman, the Chief Operating Officer, Media & Entertainment at Relation Insurance Services, directs the specialized insurance operations for the media and entertainment sector. Carman oversees the development of tailored risk management solutions that address the unique challenges faced by clients in this industry. By managing the specific operational requirements of this niche market, the Chief Operating Officer, Media & Entertainment ensures that the agency provides expert guidance and protection. Babette Carman also coordinates with industry partners to stay ahead of emerging risks and market trends. This role involves building long-term relationships with clients who require complex insurance coverage for their creative and commercial endeavors. Through the precise application of industry knowledge, the Chief Operating Officer, Media & Entertainment maintains the reputation of the firm as a leader in this sector. Carman drives the growth of the media and entertainment portfolio by delivering exceptional service and reliable insurance solutions.

Greg Merrill, the President, Western Region at Relation Insurance Services, directs the strategic expansion and operational success of the agency across the western United States. Merrill oversees the regional leadership teams to ensure that the company maintains its commitment to personalized service and client trust. By managing the growth of the western business portfolio, the President, Western Region identifies new market opportunities and strengthens existing client relationships. Greg Merrill also collaborates with the national executive team to align regional initiatives with the broader mission of the firm. This leadership role involves navigating the diverse insurance needs of western clients and ensuring that the agency provides practical solutions for their protection. Through the effective management of regional resources, the President, Western Region drives the performance of the company in this critical market. Merrill ensures that the agency remains a trusted partner for individuals and businesses throughout the western region.

Jeffry Wetzel, the President of Medicare Division at Relation Insurance Services, directs the strategy and service delivery for the Medicare insurance segment. Wetzel oversees the development of specialized plans that simplify the complex decision-making process for seniors and eligible individuals. By managing the operations of the division, the President of Medicare Division ensures that clients receive the guidance necessary to secure their health and well-being. Jeffry Wetzel also coordinates with healthcare providers and insurance carriers to offer comprehensive coverage options that meet the specific needs of the Medicare population. This leadership role involves maintaining high standards of compliance and service quality to build long-term trust with clients. Through the effective management of the division, the President of Medicare Division supports the overall mission of the agency to provide practical insurance solutions. Wetzel drives the growth of the Medicare segment by prioritizing the needs and interests of every client.

Maria Grimm, the Chief Marketing Officer at Relation Insurance Services, architects the brand identity and client acquisition strategies for the firm. Grimm manages the development of communication channels that highlight the personalized service model of the agency. By analyzing consumer behavior and market demand, the Chief Marketing Officer creates targeted campaigns that simplify insurance decision-making for families and businesses. Maria Grimm also coordinates with regional leaders to ensure consistent messaging across all operational territories. This role involves leveraging digital platforms to expand the reach of the company while maintaining the core values of trust and partnership. Through strategic brand positioning, the Chief Marketing Officer increases market awareness and strengthens the reputation of the agency. Grimm ensures that every marketing initiative aligns with the broader goal of protecting client interests and promoting safety through accessible, high-quality insurance solutions.

Michael Toran, the Chief Information Officer at Relation Insurance Services, architects the technological infrastructure that supports the digital transformation of the agency. Toran manages the security of client data and the implementation of advanced software solutions that simplify insurance management. By overseeing the IT department, the Chief Information Officer ensures that all systems remain resilient and capable of handling complex business requirements. Michael Toran also coordinates with other executives to integrate new technologies that enhance the client experience and improve internal productivity. This role involves protecting the digital assets of the firm against emerging threats while maintaining seamless connectivity across all regional offices. Through the deployment of innovative tools, the Chief Information Officer enables the company to provide faster and more accurate service. Toran drives the technological strategy that keeps the agency at the forefront of the insurance industry.

Kendra Butler, the Chief Human Resources Officer at Relation Insurance Services, directs the talent acquisition and organizational development strategies of the firm. Butler oversees the recruitment of professionals who embody the client-focused values of the agency. By managing employee engagement and training programs, the Chief Human Resources Officer ensures that the workforce remains equipped to provide expert insurance advice. Kendra Butler also collaborates with the executive team to foster a culture of safety, well-being, and professional growth. This leadership role involves designing compensation and benefits structures that attract and retain top talent in the competitive insurance market. Through the implementation of effective HR policies, the Chief Human Resources Officer supports the operational goals of the company. Butler drives the development of a high-performing team that consistently delivers personalized service to every client, ensuring that the human capital of the firm remains its greatest asset.