Senior HNW Personal Insurance Account Manager

Relation Insurance Services; Cassago Brianza; On-site; EUR 63,000 - 118,000; Full time

Benefits offered by this job

401K

Health and wellness programs

Paid time off

Paid holidays

Employee assistance programs

Job summary

Relation Insurance Inc. is seeking a High Net Worth Personal Lines Senior Account Manager to oversee affluent client portfolios and design bespoke coverage for luxury assets. You will act as the primary client advocate, delivering proactive risk management and personalized service.

The role requires a P&C license, a four-year degree, and at least seven years in personal lines for high-net-worth clients. Travel to client sites may be required.

Qualifications

• Must hold a Property and Casualty license and maintain it.
• Four-year degree in Business, Finance, or related field preferred.
• Minimum 7 years’ experience in personal lines insurance for high-net-worth clients.
• Strong knowledge of high-net-worth personal insurance products.

Responsibilities

• Serve as client advocate and primary contact for high-net-worth clients.
• Design tailored coverage for luxury homes, vehicles, art and other high-value assets.
• Provide risk management guidance to mitigate liabilities.
• Manage renewals, endorsements, and coverage changes; remarket renewals as needed.
• Assist clients with claims and coordinate with carriers for prompt resolution.
• Conduct regular portfolio reviews with clients and stay updated on market trends.

Skills

Client relationship management

Analytical thinking

Presentation skills

MS Office proficiency

Education

High School Diploma

Bachelor's degree in Business/Finance

P&C license

CPCU/CIC designations

Tools

PowerPoint

Excel

Word

Job description

Relation Insurance Inc. is seeking a High Net Worth Personal Lines Senior Account Manager to oversee affluent client portfolios and design bespoke coverage for luxury assets. You will act as the primary client advocate, delivering proactive risk management and personalized service.

The role requires a P&C license, a four-year degree, and at least seven years in personal lines for high-net-worth clients. Travel to client sites may be required.