Senior HNW Personal Insurance Leader

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

Benefits offered by this job

Competitive pay

Health and retirement benefits

Paid time off and holidays

Job summary

Relation Insurance Services seeks a Senior Account Manager for High Net Worth Personal Lines to manage affluent client portfolios, assess coverage needs, and provide ongoing risk management guidance. You will maintain strong client relationships, handle renewals, and assist with claims while delivering tailored solutions for luxury homes, vehicles, jewelry, and fine art.

Ideal candidates have 7+ years in personal lines, a current P&C license, and strong communication and analytical skills.

Qualifications

• Must hold a Property and Casualty license in domicile state.
• CPCU and/or CIC designation is a plus.
• Minimum 7 years of personal lines insurance experience.
• Experience managing high-net-worth client portfolios.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as client advocate and primary contact for high-net-worth clients.
• Assess clients' insurance needs and design tailored coverage options for luxury assets.
• Provide risk management guidance to mitigate liabilities.
• Handle renewals, endorsements, and changes in coverage to retain accounts.
• Assist clients with claims and coordinate with carriers for prompt resolutions.
• Negotiate terms and pricing with carriers to optimize coverage.

Skills

Analytical skills

Math skills

PowerPoint

Excel

Communication

Public speaking

Travel

Education

Property & Casualty license

CPCU/CIC designation

High School Diploma or equivalent

Bachelor's degree in Business/Finance

Tools

Microsoft Office

Job description

Relation Insurance Services seeks a Senior Account Manager for High Net Worth Personal Lines to manage affluent client portfolios, assess coverage needs, and provide ongoing risk management guidance. You will maintain strong client relationships, handle renewals, and assist with claims while delivering tailored solutions for luxury homes, vehicles, jewelry, and fine art.

Ideal candidates have 7+ years in personal lines, a current P&C license, and strong communication and analytical skills.