Relation Insurance Services

You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.

Senior Account Manager, High Net Worth – Personal Lines

Account ManagerSalesFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

17 days ago

Salary

$54K - $120K / year

High School7 yrs expEnglish

Job Description

• Serves as a client advocate and primary point of contact • Manages and maintains relationships with high-net-worth clients • Assesses clients' unique insurance needs and designs tailored coverage options • Provides personalized risk management advice • Handles policy renewals, endorsements, and changes in coverage • Assists clients with claims, working closely with carriers • Conducts regular portfolio reviews with clients

Job Requirements

  • A Property and Casualty License from state of domicile is required and must be maintained
  • CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
  • 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
  • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word)
  • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation

Benefits

  • Competitive pay
  • Family health and wellness programs
  • 401K
  • Employee assistance programs
  • Paid time off
  • Paid holidays

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