Senior HNW Personal Lines Account Executive

Relation Insurance Services; Pleasant Hill (CA); Presencial; USD 71.000 - 133.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive pay

Robust benefits including 401K and PTO

Resumo da vaga

Relation Insurance Services is seeking a High Net Worth Personal Lines Senior Account Manager to manage affluent clients, tailor coverage for luxury assets, and provide proactive risk management. The role involves client advocacy, claims support, and ongoing portfolio optimization.

You will maintain relationships with high-net-worth individuals, assess unique insurance needs, and coordinate with carriers to secure optimal terms. A license and relevant experience are essential.

Qualificações

• Must hold a Property and Casualty license and maintain it.
• 4+ years of experience in personal lines, focusing on high-net-worth clients.
• Strong knowledge of high-net-worth personal insurance products.
• Excellent written and verbal communication skills.

Responsabilidades

• Act as client advocate and maintain relationships with high-net-worth clients.
• Assess client needs and design tailored coverage (luxury homes, vehicles, jewelry, art).
• Provide risk management guidance to mitigate liabilities.
• Handle policy renewals, endorsements, and changes.
• Assist clients with claims and coordinate with carriers.
• Negotiate terms and pricing with carriers for best coverage.
• Conduct regular portfolio reviews with clients.
• Stay updated on market trends and regulatory changes.
• Ensure compliance with company policies and regulations.
• Leverage innovative technology, including AI solutions, in servicing.

Conhecimentos

Client relationship management

Risk assessment

Claims assistance

Carrier negotiation

Portfolio reviews

Regulatory awareness

Microsoft Office (Excel, PowerPoint, R

Formação

High School Diploma or equivalent

Bachelor’s degree in Business/Finance or related field

Property and Casualty License

Ferramentas

Excel

PowerPoint

Word

Descrição da vaga

Relation Insurance Services is seeking a High Net Worth Personal Lines Senior Account Manager to manage affluent clients, tailor coverage for luxury assets, and provide proactive risk management. The role involves client advocacy, claims support, and ongoing portfolio optimization.

You will maintain relationships with high-net-worth individuals, assess unique insurance needs, and coordinate with carriers to secure optimal terms. A license and relevant experience are essential.