Account Manager, High Net Worth - Personal Lines

About the role

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

Requirements

• A GLIMPSE INTO YOUR DAY
• Manages and maintains relationships with high-net-worth clients, serving as their primary point of contact for all personal insurance needs.
• Assesses clients' unique insurance needs and designs tailored coverage options for luxury homes, vehicles, jewelry, fine art, and other high-value assets.
• Provides personalized risk management advice, helping clients mitigate risks and avoid potential liabilities.
• Handles policy renewals, endorsements, and changes in coverage, ensuring that clients' assets are always adequately protected.
• Assist clients with claims, working closely with carriers to ensure prompt and fair resolution.
• Negotiates terms and pricing with insurance carriers to provide clients with the best coverage options.
• Conducts regular portfolio reviews with clients to ensure their coverage is aligned with their changing needs and lifestyle.
• Stays current on market trends, regulatory changes, and emerging risks specific to high-net-worth individuals.
• Ensures compliance with company policies, industry standards, and regulatory requirements.
• Performs other projects, duties, and tasks, as assigned.
• WHAT SUCCESS LOOKS LIKE IN THIS ROLE
• A Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
• High School Diploma or equivalent required. Four-year degree in Business, Finance, or related field preferred.
• Minimum 5 years' experience in personal lines insurance, with a focus on high-net-worth clients.
• Comprehensive knowledge of personal insurance products, especially for high-net-worth individuals and families.
• Experience managing insurance portfolios for high-net-worth clients, including coverage for luxury homes, fine art, and collectibles.
• Experience with complex insurance products, risk management strategies, and claims handling.
• Strong analytical and mathematical skills.
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• In-depth understanding of all aspects of personal lines of coverage with the ability to advise clients concerning their complex insurance needs.
• Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.
• WHY CHOOSE RELATION?
• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.
• .
• Note: The above is not all encompassing of the full position description.
• The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. T

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