Relation Insurance
Insurance
AccountManager,HighNetWorthPersonalLines
“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.
analytical and mathematical skills
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
Applying for this Account Manager, High Net Worth - Personal Lines role?
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