Senior HNW Personal Lines Account Manager

Relation Insurance Services, Inc. - RISI; Pleasant Hill (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 Services is seeking a Senior Account Manager for High Net Worth Personal Lines in California. You will be the primary contact for affluent clients, assess unique coverage needs, and design customized protection for luxury homes, vehicles, jewelry, and fine art.

Enjoy managing renewals and building lasting client relationships while staying current on market trends and regulatory changes. A strong mix of analytical skills, insurance knowledge, and client service excellence is

Qualifications

• Minimum 7 years’ experience in personal lines insurance, with a focus on high-net-worth clients.
• Property and Casualty License from state of domicile is required.
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.

Responsibilities

• Acts as client advocate and primary contact for high-net-worth clients.
• Designs tailored coverage options for luxury homes, vehicles, jewelry and other high-value assets.
• Manages renewals, endorsements, and changes in coverage to protect client assets.

Education

High School Diploma or equivalent

Four-year degree in Business, Finance, or related field

Job description

Relation Insurance Services is seeking a Senior Account Manager for High Net Worth Personal Lines in California. You will be the primary contact for affluent clients, assess unique coverage needs, and design customized protection for luxury homes, vehicles, jewelry, and fine art.

Enjoy managing renewals and building lasting client relationships while staying current on market trends and regulatory changes. A strong mix of analytical skills, insurance knowledge, and client service excellence is