Senior HNW Personal Lines Account Lead

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

Benefits offered by this job

Competitive pay

Benefits package

401K

Job summary

Relation Insurance Inc. seeks a Senior Account Manager specializing in high-net-worth personal lines to manage affluent client insurance portfolios, tailor coverage for luxury homes, vehicles, jewelry, and other high-value assets, and deliver proactive risk management guidance.

You will renew policies, handle endorsements, advise on coverage changes, and develop ongoing client relationships to drive retention and growth.

Qualifications

• Minimum 7 years’ experience in personal lines insurance, focusing on high-net-worth clients.
• Strong analytical and mathematical skills.
• Excellent written and verbal communications skills.

Responsibilities

• Serve as client advocate and primary contact for high-net-worth clients.
• Assess client needs and design tailored coverage options for luxury homes, vehicles, jewelry and collectibles.
• Renewals, endorsements, and coverage changes; proactively remarket to maintain high retention.
• Assist clients with claims and liaise with carriers for prompt resolution.

Skills

Client relationship management

Insurance knowledge

Sales / cross-selling

Communication skills

Presentation skills

Education

High School Diploma or equivalent

Bachelor's degree in Business/Finance or related field

Tools

Microsoft Office

Excel

PowerPoint

Job description

Relation Insurance Inc. seeks a Senior Account Manager specializing in high-net-worth personal lines to manage affluent client insurance portfolios, tailor coverage for luxury homes, vehicles, jewelry, and other high-value assets, and deliver proactive risk management guidance.

You will renew policies, handle endorsements, advise on coverage changes, and develop ongoing client relationships to drive retention and growth.