Relation Insurance

Insurance

AccountManager,HighNetWorthPersonalLines

$43–101k Pleasant Hill, California, United States FULL TIME
The Brief

“Account Manager, High Net Worth - Personal Lines at Relation Insurance. Skills: Client relationship management, Insurance product knowledge, Risk management, Coverage analysis. Manage and maintain relationships with high-net-worth clients. Assess clients' unique insurance needs”

What You'll Achieve.

Ensure their assets are fully protected; Ensure prompt and fair resolution of claims; Ensure their coverage is aligned with their changing needs and lifestyle

Industry & Context.

Insurance
Problems you'll solve

analytical and mathematical skills

Eligibility Requirements

Valid driver’s license, Ability to travel to client sites, Reliable source of transportation

What They're Looking For.

Must Have

Property and Casualty License from state of domicile, High School Diploma or equivalent, 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, 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, ability to travel to client sites, reliable source of transportation

Nice to Have

CPCU and/or Certified Insurance Counselor (CIC) Designations, Four-year degree in Business, Finance, or related field

What You'll Do.

Manage and maintain relationships with high-net-worth clients

Assess clients' unique insurance needs

Design tailored coverage options

Provide personalized risk management advice

Handle policy renewals

Assist clients with claims

Negotiate terms and pricing with insurance carriers

Conduct regular portfolio reviews with clients

Stay current on market trends

Ensure compliance with company policies

How You'll Work.

Team & Collaboration

Work directly with clients to assess their insurance needs, develop customized coverage plans, and provide ongoing support and advice.

Communication Scope

Excellent written and verbal communications skills; Presentation skills

Free ATS check

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