Senior HNW Personal Lines Account Manager

Relation Insurance Services; Arizona; On-site; USD 71,000 - 133,000; Full time

Benefits offered by this job

Competitive pay

401K match

Paid time off and holidays

Job summary

Relation Insurance Services is seeking a Senior Account Manager for high-net-worth personal lines. You will manage portfolios for affluent clients, design custom coverage, and provide strategic risk management across luxury homes, vehicles, and valuables.

The role requires a Property and Casualty license, 7+ years in personal lines, and a bachelor’s degree or equivalent experience. You will cultivate client relationships, negotiate terms with carriers, and support renewals and claims.

Qualifications

• 7+ years’ experience in personal lines insurance, focusing on high-net-worth clients.
• License: Property and Casualty from state of domicile is required.
• Bachelor’s degree in Business, Finance, or related field preferred.

Responsibilities

• Serve as client advocate and primary contact for high-net-worth clients.
• Design tailored coverage options for luxury homes, vehicles, jewelry, and fine art.
• Provide risk management advice and support during claims.
• Handle renewals, endorsements, and changes in coverage; remarket renewals to retain accounts.
• Build relationships to generate new and repeat business.
• Conduct portfolio reviews and stay updated on regulatory changes.

Skills

HNWI insurance

Client relationship mgmt

Risk assessment

Portfolio management

PowerPoint

Excel

Communication

Education

High School Diploma

Bachelor’s degree in Business/Finance (preferred)

Tools

PowerPoint

Excel

Word

Job description

Relation Insurance Services is seeking a Senior Account Manager for high-net-worth personal lines. You will manage portfolios for affluent clients, design custom coverage, and provide strategic risk management across luxury homes, vehicles, and valuables.

The role requires a Property and Casualty license, 7+ years in personal lines, and a bachelor’s degree or equivalent experience. You will cultivate client relationships, negotiate terms with carriers, and support renewals and claims.