h3Who We Are /h3pRelation 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.
/ph3Who We Are /h3pRelation 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.
/ph3What We're Looking For /h3pThe High Net Worth Personal Lines Senior 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 Senior 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.
In addition, the Senior Account Manager will build relationships with clients to encourage new and repeat business opportunities.
/ph3A GLIMPSE INTO YOUR DAY /h3ulliServes as a client advocate and primary point of contact, Manages and maintains relationships with high-net-worth clients.
/liliAssesses clients' unique insurance needs and designs tailored coverage options for luxury homes, vehicles, jewelry, fine art, and other high-value assets.
/liliProvides personalized risk management advice, helping clients mitigate risks and avoid potential liabilities.
/liliHandles policy renewals, endorsements, and changes in coverage, ensuring that clients' assets are always adequately protected.
Strategically remarkets renewals to maintain high account retention.
/liliQuickly identifies and resolves complex client service issues.
/liliAssists clients with claims,



working closely with carriers to ensure prompt and fair resolution.
/liliNegotiates terms and pricing with insurance carriers to provide clients with the best coverage options.
/liliConducts regular portfolio reviews with clients to ensure their coverage is aligned with their changing needs and lifestyle.
/liliStays current on market trends, regulatory changes, and emerging risks specific to high-net-worth individuals.
/liliEnsures compliance with company policies, industry standards, and regulatory requirements.
/liliRecommends process improvements as needed.
/liliMay manage and direct the work of others.
/liliFully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
/liliPerforms other projects, duties, and tasks, as assigned.
/li /ulh3What Success Looks Like In This Role /h3ulliA Property and Casualty License from state of domicile is required and must be maintained.
CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
/liliHigh School Diploma or equivalent required.
Four-year degree in Business, Finance, or related field preferred.
/liliMinimum 7 years' experience in personal lines insurance, with a focus on high-net-worth clients.
/liliComprehensive knowledge of personal insurance products, especially for high-net-worth individuals and families.
/liliExperience managing insurance portfolios for high-net-worth clients, including coverage for luxury homes, fine art, and collectibles.
/liliExperience with complex insurance products, risk management strategies, and claims handling.
/liliStrong analytical and mathematical skills.
/liliExcellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
/liliIn-depth understanding of all aspects of personal lines of coverage with the ability to advise clients concerning their complex insurance needs.
/liliExcellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.




/liliAdvanced skills in Microsoft Office (primarily Excel, PowerPoint and Word).
Must be computer literate with the ability to learn new software applications.
/liliAdvanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
/liliMust have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.
/li /ulh3WHY CHOOSE RELATION?
/h3ulliCompetitive pay.
/liliA safe and healthy work environment provided by our robust vantaggi program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
/liliCareer advancement and development opportunities.
/li /ulpNote: The above is not all encompassing of the full position description.
/ppbRelation Insurance Inc.
/b provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
/ppThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.
At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is presented within this posting.
/ppYou may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
/pp$71,****** - $133,****** /p #J-*****-Ljbffr

📌 Senior Account Manager, High Net Worth - Personal Lines (Bardi)
🏢 Relation Insurance Services
📍 Bardi