Elite HNW Personal Insurance Account Lead

Relation Insurance Services; Stockton (CA); On-site; USD 71,000 - 133,000; Full time

Benefits offered by this job

Competitive pay

401K

Health benefits

Paid time off

Paid holidays

Career development opportunities

Job summary

Relation Insurance Services seeks an experienced Senior Account Manager for High Net Worth personal lines. You will manage luxury client portfolios, assess assets, and design tailored coverage for homes, autos, jewelry, and art, while delivering proactive service and risk guidance.

A CPCU/CIC is a plus, with a valid P&C license and relevant education. You’ll lead client engagements, renewals, and pricing negotiations with carriers, ensuring optimal protection and retention.

Qualifications

• Minimum 7 years of experience in personal lines insurance for High Net Worth clients.
• Deep knowledge of personal insurance products for affluent individuals.
• Strong customer service skills and ability to manage complex assets.
• Ability to assess needs and craft tailored coverage options.

Responsibilities

• Manage portfolios for high-net-worth clients and renewals.
• Design coverage options for luxury homes, vehicles, jewelry, and art.
• Provide risk management advice and allocate resources with carriers.
• Maintain relationships and drive new business opportunities.

Skills

Relationship management

Analytical skills

PowerPoint skills

Microsoft Office

Education

Bachelor's degree in Business, Finance, or related field

Property and Casualty License

Job description

Relation Insurance Services seeks an experienced Senior Account Manager for High Net Worth personal lines. You will manage luxury client portfolios, assess assets, and design tailored coverage for homes, autos, jewelry, and art, while delivering proactive service and risk guidance.

A CPCU/CIC is a plus, with a valid P&C license and relevant education. You’ll lead client engagements, renewals, and pricing negotiations with carriers, ensuring optimal protection and retention.