Relation Insurance Services Benefits Overview

The Account Manager oversees high-net-worth clients' insurance portfolios, assessing needs, providing customized coverage plans, managing claims, and ensuring compliance with industry standards.

Support new business and renewal placement for High Net Worth and Ultra High Net Worth personal lines. Evaluate referrals, prepare and submit applications and proposals, negotiate with carriers, and develop renewal strategies. Collaborate with sales and service teams, ensure regulatory compliance, and use proprietary AI and other technologies to optimize placement and client outcomes.

The Account Coordinator manages policy documents, client queries, and renewals, ensuring accurate service and communication with clients and carriers.