Relation Insurance Services

Compensation

Full Description

Job Description: • Serves as a client advocate and primary point of contact • Manages and maintains relationships with high-net-worth clients • Assesses clients' unique insurance needs and designs tailored coverage options • Provides personalized risk management advice • Handles policy renewals, endorsements, and changes in coverage • Assists clients with claims, working closely with carriers • Conducts regular portfolio reviews with clients Requirements: • 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 • 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 • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word) • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation Benefits: • Competitive pay • Family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays