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Senior Account Manager – High Net Worth, Personal Lines

Job not on LinkedIn

🔥 13 hours ago

🌵 Arizona, California – Remote

infoinfo

💵 $71k - $133k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

Where this job comes from

Posted on Relation Insurance Services's careers page, not through a job board

First seen by Remote Rocketship 13 hours ago

Still open on Relation Insurance Services's site. Checked 7 minutes ago.

Logo of Relation Insurance Services

Relation Insurance Services

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

• Serve as a client advocate and primary point of contact for high-net-worth clients • Manage and maintain client relationships • Assess unique 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 • Strategically remarket renewals to maintain high account retention • Identify and resolve complex client service issues • Assist clients with claims and work with carriers toward prompt and 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 • Recommend process improvements • Manage and direct the work of others as needed • Adopt innovative technology, including proprietary AI solutions, into the service process • Perform other assigned projects, duties, and tasks

🎯 Requirements

• A Property and Casualty License from state of domicile is required and must be maintained • High School Diploma or equivalent required • Four-year degree in Business, Finance, or related field preferred • Minimum 7 years’ experience in personal lines insurance, with a focus on high-net-worth clients • Comprehensive knowledge of personal insurance products, especially for high-net-worth individuals and families • Experience managing insurance portfolios for high-net-worth clients, including coverage for 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 for in-person and teleconference/webinar sessions • In-depth understanding of all aspects of personal lines of coverage • Excellent written and verbal communications 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

🏖️ 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

Apply Now

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