Senior Account Manager – High Net Worth, Personal Lines

Relation Insurance Services

. Serve as a client advocate and primary point of contact for high-net-worth clients .

Posted 11/4/2026full-timeRemote • United StatesSenior💰 $71,000 - $133,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing high-net-worth client relationships and providing tailored insurance solutions, including risk management strategies and claims handling. Proficient in utilizing advanced technology and maintaining compliance with industry standards and regulatory requirements.

Highest-signal resume keywords

Property And Casualty LicensePersonal Lines InsuranceRisk Management StrategiesClient Relationship ManagementInsurance Portfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Products KnowledgeClaims HandlingAnalytical SkillsMathematical SkillsPortfolio ReviewsNegotiation SkillsProcess ImprovementMarket Trends AnalysisRegulatory ComplianceInsurance Underwriting Procedures

Soft Skills

Excellent Communication SkillsPresentation SkillsClient AdvocacyProblem-Solving SkillsTeam Management

Tools & Technologies

Microsoft OfficeExcelPowerPointWordProprietary AI Solutions

Certifications & Qualifications

Property And Casualty LicenseHigh School DiplomaFour-Year Degree In Business Or Finance (Preferred)

Industry Keywords

High-Net-Worth ClientsLuxury Homes InsuranceFine Art InsuranceCollectibles InsuranceInsurance Markets

About the role

Key responsibilities & impact

Serve as a client advocate and primary point of contact for high-net-worth clients
Manage and maintain client relationships
Assess unique insurance needs and design tailored coverage for luxury homes, vehicles, jewelry, fine art, and other high-value assets
Provide personalized risk management advice
Handle policy renewals, endorsements, and coverage changes
Strategically remarket renewals to maintain high account retention
Identify and resolve complex client service issues
Assist clients with claims and work with carriers toward prompt and fair resolution
Negotiate terms and pricing with insurance carriers
Conduct regular portfolio reviews
Stay current on market trends, regulatory changes, and emerging risks
Ensure compliance with company policies, industry standards, and regulatory requirements
Recommend process improvements
Manage and direct the work of others as needed
Adopt innovative technology, including proprietary AI solutions, into the service process
Perform other assigned projects, duties, and tasks

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required and must be maintained
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 in-person and teleconference/webinar sessions
In-depth understanding of all aspects of personal lines of coverage
Excellent written and verbal communications skills
Advanced skills in Microsoft Office, primarily Excel, PowerPoint and Word
Computer literacy and ability to learn new software applications
Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Valid driver’s license
Ability to travel to client sites
Reliable source of transportation

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program, subject to program rules and individual and organizational performance