Relation Insurance Services

Account Manager, High Net Worth - Personal Lines

Pleasant Hill, CA

Sponsorship not specified$43k-$101kDetected 29 days ago

ExcelCustomer SupportCommunicationMicrosoft OfficeUnderwritingProperty & Casualty

About the role

Note: The above is not all encompassing of the full position description.
The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.

As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success.

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.
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 with complex insurance products, risk management strategies, and claims handling.

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.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Experience managing insurance portfolios for high-net-worth clients, including coverage for luxury homes, fine art, and collectibles.
In-depth understanding of all aspects of personal lines of coverage with the ability to advise clients concerning their complex insurance needs.
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.

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.
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.
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients.
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.
Career advancement and development opportunities.

This listing is sourced directly from Relation Insurance Services's careers page and normalized into a canonical job model.