Senior Account Manager, High Net Worth – Personal Lines

Relation Insurance Services

Senior Account Manager managing insurance portfolios for high-net-worth clients at Relation Insurance. Focused on personalized risk management and client relationships for luxury coverage.

Posted 6/24/2026full-timeIrvine • California • 🇺🇸 United StatesSenior💰 $54,000 - $120,000 per yearWebsite

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Hard Skills

Property and Casualty LicenseCPCUCertified Insurance Counselor (CIC)personal insurance productsrisk management strategiesclaims handlinganalytical skillsmathematical skillsinsurance ratingsunderwriting procedures

Soft Skills

client advocacyrelationship managementproblem-solvingnegotiationpresentation skillswritten communicationverbal communicationprocess improvementteam managementadaptability

Tools & Technologies

Microsoft OfficeExcelPowerPointWordAI solutionsteleconference softwarewebinar software

Certifications & Qualifications

Property and Casualty LicenseCPCUCertified Insurance Counselor (CIC)

Industry Keywords

high-net-worth clientsluxury homesfine artcollectiblesportfolio managementinsurance compliancemarket trendsregulatory changespersonal lines insuranceliability mitigation

About the role

Key responsibilities & impact

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 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.
Strategically remarkets renewals to maintain high account retention.
Quickly identifies and resolves complex client service issues.
Assists 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.
Recommends process improvements as needed.
May manage and direct the work of others.
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
Performs other projects, duties, and tasks, as assigned.

Requirements

What you’ll need

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.
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

Comp & perks

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.