Account Manager, High Net Worth – Personal Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Greensboro • North Carolina • United States
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Salary
💰 $43,000 - $101,000 per year
About the role
- 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.
- Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class service experience.
- Ensures compliance with company policies, industry standards, and regulatory requirements.
- Performs other projects, duties, and tasks, as assigned.
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 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.
Benefits
- 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
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 insurance productsrisk management strategiesclaims handlinginsurance portfolio managementanalytical skillsmathematical skillsinsurance ratings and underwriting procedures
Soft Skills
relationship managementnegotiation skillspresentation skillswritten communication skillsverbal communication skillsanalytical thinkingclient advisoryproblem-solvingorganizational skillsadaptability
Certifications
Property and Casualty LicenseCPCUCertified Insurance CounselorHigh School DiplomaBachelor's Degree in BusinessBachelor's Degree in Finance