Senior Account Manager – High Net Worth Insurance

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

Benefits offered by this job

401K

Paid time off

Career advancement opportunities

Job summary

Relation Insurance Services is seeking a Senior Account Manager for High Net Worth Personal Lines. You will manage insurance portfolios for affluent clients, assess needs, and tailor coverage for luxury homes, vehicles, jewelry, and art.

Responsibilities include client advocacy, renewals, claims support, and carrier negotiations. A state P&C license, 7+ years of experience, and strong presentation skills are required. Some travel may be involved.

Qualifications

• Must hold a valid Property & Casualty License in the state of domicile.
• Bachelor's degree in Business, Finance, or related field preferred.
• Minimum 7 years’ experience in personal lines insurance for high-net-worth clients.
• Experience managing portfolios for luxury homes, art, vehicles and collectibles.

Responsibilities

• Serve as client advocate and primary contact for high-net-worth clients.
• Assess client insurance needs and design tailored coverage options.
• Provide risk management advice to mitigate liabilities.
• Handle renewals, endorsements and changes in coverage; strategically remarket renewals.
• Assist clients with claims and coordinate with carriers for prompt resolutions.
• Negotiate terms and pricing with carriers to optimize coverage.
• Conduct portfolio reviews to align coverage with evolving needs.
• Stay current on market trends, regulatory changes and emerging risks.

Skills

Analytical skills

Presentation skills

Communication skills

Customer service orientation

Education

Property & Casualty License

Bachelor's degree in Business/Finance or related

CPCU or CIC designation (plus)

Tools

Microsoft Office (Excel, PowerPoint, Word)

Job description

Relation Insurance Services is seeking a Senior Account Manager for High Net Worth Personal Lines. You will manage insurance portfolios for affluent clients, assess needs, and tailor coverage for luxury homes, vehicles, jewelry, and art.

Responsibilities include client advocacy, renewals, claims support, and carrier negotiations. A state P&C license, 7+ years of experience, and strong presentation skills are required. Some travel may be involved.