Senior High-Net-Worth Personal Lines Manager

Relation Insurance Services; United States; Remote; USD 71,000 - 133,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits package

Career development opportunities

Job summary

Relation Insurance Inc. seeks a Senior Account Manager for High Net Worth Personal Lines to manage affluent client portfolios, tailoring coverage for luxury homes, jewelry, art, and vehicles. You will provide ongoing risk guidance and build relationships to foster new and repeat business.

You will renew policies, coordinate with carriers, handle claims support, and leverage technology to deliver best-in-class client service.

Qualifications

• A Property and Casualty License from state of domicile is required and must be maintained.
• CPCU or CIC designation is a plus.
• Minimum 7 years’ experience in personal lines insurance for high-net-worth clients.
• Comprehensive knowledge of personal insurance products for high-net-worth individuals.
• Experience managing portfolios for luxury homes, fine art and collectibles.
• Strong analytical and mathematical skills.
• Excellent PowerPoint and presentation skills for in-person and virtual sessions.
• Advanced knowledge of personal lines coverage and underwriting.
• Excellent written and verbal communication skills.
• Proficient MS Office skills; ability to learn new software quickly.
• Valid driver’s license and willingness to travel to client sites.

Responsibilities

• Serves as client advocate and primary contact, managing relationships with high-net-worth clients.
• Assesses client needs and designs tailored coverage options for luxury assets.
• Provides risk management guidance to mitigate losses and liabilities.
• Handles policy renewals, endorsements, and changes in coverage; remarkets renewals to retain clients.
• Resolves complex client service issues and supports claims with carriers.
• Negotiates terms and pricing with carriers to obtain best coverage.
• Conducts regular portfolio reviews to align coverage with evolving needs.
• Stays current on market trends, regulations, and risks for high-net-worth individuals.
• Ensures compliance with policies and regulatory requirements.

Skills

Client relationship mgmt

High-net-worth insurance

Financial acumen

PowerPoint proficiency

Negotiation

Travel readiness

Education

Property & Casualty license

CPCU

CIC

High school diploma

Bachelor’s degree in Business/Finance

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

Relation Insurance Inc. seeks a Senior Account Manager for High Net Worth Personal Lines to manage affluent client portfolios, tailoring coverage for luxury homes, jewelry, art, and vehicles. You will provide ongoing risk guidance and build relationships to foster new and repeat business.

You will renew policies, coordinate with carriers, handle claims support, and leverage technology to deliver best-in-class client service.