Sign upLog in

Account Manager, High Net Worth - Personal Lines

Relation Insurance

Pleasant Hill, CA

Apply
JOB DETAILS
SALARY
$43,000–$101,000 Per Year
SKILLS
Analysis Skills, Claims Processing, Computer Skills, Corporate Policies, Customer Relations, Customer Support/Service, Driver's License, Finance, Fine Art, High Net Worth, High School Diploma, Incentive Programs, Industry Standards, Insurance, Insurance Certifications, Insurance Underwriting, Leading Edge Technology, Maintain Compliance, Management Strategy, Market Trend Analysis, Mathematics, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Needs Assessment, Presentation/Verbal Skills, Regulations, Regulatory Requirements, Risk Management, Sales Management, Teleconferencing, Webinar, Willing to Travel, Writing Skills
LOCATION
Pleasant Hill, CA
POSTED
6 days ago
WHO WE ARE

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, andcontinuous 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.

WHAT WE'RE LOOKING FOR

The High Net Worth Personal Lines Account Manager is responsible for managing the insurance portfolios of high-net-worth clients. The individual in this position must have a deep understanding of personal insurance products tailored to affluent clients, exceptional customer service skills, and the ability to manage complex and high-value assets. The Account Manager will work directly with clients to assess their insurance needs, develop customized coverage plans, and provide ongoing support and advice to ensure their assets are fully protected.

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.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$43,000.00 - $101,000.00

About the Company

R

Relation Insurance