Senior Account Manager, High Net Worth – Personal Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $54,000 - $120,000 per year
Job Level
About the role
- Serves as a client advocate and primary point of contact
- Manages and maintains relationships with high-net-worth clients
- Assesses clients' unique insurance needs and designs tailored coverage options
- Provides personalized risk management advice
- Handles policy renewals, endorsements, and changes in coverage
- Assists clients with claims, working closely with carriers
- Conducts regular portfolio reviews with clients
Requirements
- 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 7 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
- Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word)
- Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation
Benefits
- Competitive pay
- Family health and wellness programs
- 401K
- Employee assistance programs
- Paid time off
- Paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property and Casualty LicenseCPCUCertified Insurance Counselorpersonal lines insuranceinsurance productsrisk managementportfolio reviewsclaims assistancepolicy renewalscoverage options
Soft Skills
client advocacyrelationship managementpersonalized advicecommunicationorganizational skillsattention to detailproblem-solvingcustomer servicenegotiationinterpersonal skills
Certifications
Property and Casualty LicenseCPCUCertified Insurance CounselorHigh School DiplomaBachelor's Degree in BusinessBachelor's Degree in Finance