Account Manager – High Net Worth, Personal Lines

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $50k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Relation Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Manage and maintain relationships with high-net-worth clients as the primary contact for personal insurance needs • Assess clients’ insurance needs and design tailored coverage for luxury homes, vehicles, jewelry, fine art, and other high-value assets • Provide personalized risk management advice • Handle policy renewals, endorsements, and coverage changes • Assist clients with claims and work with carriers toward prompt, fair resolution • Negotiate terms and pricing with insurance carriers • Conduct regular portfolio reviews • Stay current on market trends, regulatory changes, and emerging risks • Ensure compliance with company policies, industry standards, and regulatory requirements • Perform other assigned projects, duties, and tasks

🎯 Requirements

• Property and Casualty License from state of domicile required and must be maintained • High School Diploma or equivalent required • Minimum 5 years’ experience in personal lines insurance, with a focus on high-net-worth clients • Comprehensive knowledge of personal insurance products for high-net-worth individuals and families • Experience managing insurance portfolios for high-net-worth clients, including luxury homes, fine art, and collectibles • Experience with complex insurance products, risk management strategies, and claims handling • Strong analytical and mathematical skills • Excellent PowerPoint and presentation skills • In-depth understanding of personal lines coverage and complex insurance needs • Excellent written and verbal communication skills • Advanced skills in Microsoft Office, primarily Excel, PowerPoint, and Word • Computer literacy and ability to learn new software applications • Advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures • Valid driver’s license • Ability to travel to client sites • Reliable source of transportation • CPCU and/or Certified Insurance Counselor (CIC) designations are a plus • Four-year degree in Business, Finance, or related field preferred

🏖️ Benefits

• Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program, subject to program rules and individual and organizational performance