Senior HNW Insurance Account Manager

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

Career advancement

Job summary

Relation Insurance is seeking a High Net Worth Personal Lines Senior Account Manager to manage insurance portfolios for affluent clients, designing tailored coverage for luxury homes, vehicles, jewelry, and fine art. You will serve as client advocate, renewals, endorsements, and claims support, build long-term relationships, and stay current on market trends while leveraging AI tools to enhance service.

A state Property & Casualty license is required; CPCU or CIC a plus; travel flexibility and

Qualifications

• Property and Casualty License from domicile state required and maintained.
• Four-year degree in Business, Finance, or related field preferred.
• Minimum 7 years’ experience in personal lines insurance, focused on high-net-worth clients.
• Comprehensive knowledge of personal insurance products for high-net-worth individuals.
• Experience managing portfolios for luxury homes, art, and collectibles.
• Strong analytical and mathematical skills.
• Excellent presentation skills for in-person and virtual sessions.
• Advanced knowledge of insurance markets, products, underwriting procedures.
• Must have a valid driver’s license and ability to travel.

Responsibilities

• Serve as client advocate and primary contact for high-net-worth clients.
• Assess needs and design tailored coverage for luxury homes, vehicles, and assets.
• Provide risk management advice to mitigate liabilities.
• Handle renewals, endorsements, and coverage changes; remarket renewals to retain clients.
• Identify and resolve complex client service issues.
• Assist clients with claims and coordinate with carriers for timely settlements.
• Negotiate terms and pricing with carriers for best coverage.
• Conduct regular portfolio reviews to align coverage with changing needs.
• Stay current on market trends, regulatory changes, and emerging risks.
• Ensure compliance with policies and regulatory requirements; suggest process improvements.
• May manage and direct others; adopt AI tools to enhance service.

Skills

Account management

High-net-worth experience

Negotiation

Risk management

PowerPoint skills

Excel skills

Communication skills

Education

High School Diploma or equivalent

Bachelor’s degree in Business/Finance or related field

Property & Casualty License

CPCU/CIC designation a plus

Tools

Microsoft Office (Excel/PowerPoint/Word)

Job description

Relation Insurance is seeking a High Net Worth Personal Lines Senior Account Manager to manage insurance portfolios for affluent clients, designing tailored coverage for luxury homes, vehicles, jewelry, and fine art. You will serve as client advocate, renewals, endorsements, and claims support, build long-term relationships, and stay current on market trends while leveraging AI tools to enhance service.

A state Property & Casualty license is required; CPCU or CIC a plus; travel flexibility and