Risk Placement Specialist, High Net Worth - Personal Lines
Fresno, California, United States · On-site
$44k–$115k/yr
Senior
WHO WE ARE Relation 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 …
Job Title: Member Advocate Status: Non-exempt Reports to: Manager - Enterprise Member Experience Department: Enterprise Member Experience Job Code: 4210 Pay Range: $28.00 - $34.00 Hourly WHO WE ARE: Golden 1 Credit Union…
Skills: Complex Issue Resolution, Regulatory Compliance, Process Improvement, Member Experience, Root Cause Analysis
We are so glad you are interested in joining Sutter Health! Organization: SHSO-Sutter Health System Office-Valley Position Overview: Provides financial, transactional and process related support to a project management t…
Job Title: Investigator II Status: Non-exempt Reports to: Supervisor - Fraud Operations Department: Enterprise Fraud Job Code: 11452 Pay Range: $33.86 - $37.00 Hourly Location: Remote in CA only WHO WE ARE: Golden 1 Cred…
Skills: Fraud Investigation, AML Compliance, BSA Compliance, Case Management, Financial Analysis
Senior Program Manager Enterprise MX Insights and Strategy
Sacramento, California, United States · Hybrid
$125k–$150k/yr
Senior+
Job Title: Senior Program Manager Enterprise MX Insights and Strategy Status: Exempt Reports to: VP - Head of Enterprise MX and Member Digital Services Department: Enterprise Member Experience Job Code: 12082 Pay Range: …
Skills: Strategic Leadership, Member Experience Insights, Data Analysis, Executive Reporting, Survey Program Management
Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville, California, United States · On-site
$79k–$153k/yr
Senior$2.0B raised
Job Description: For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Expertise We’…
Job Summary: WHO ARE WE? Live Nation Entertainment is the world’s leading live entertainment company, comprised of global market leaders: Ticketmaster, Live Nation Concerts, and Live Nation Media & Sponsorship. Ticketmas…
Los Angeles, California, United States · Remote OK
$93k–$173k/yr
Senior
Are you passionate about building meaningful relationships and empowering customers to achieve their goals, while driving success for both them and the company? Customer Success is not just a function or team at Thomson …
Rancho Cordova, California, United States · Hybrid
$90k–$148k/yr
Mid level
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the …
Sacramento, California, United States · Remote Solely
Senior+
Introduction At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, su…
Skills: Workers compensation claims, Team leadership, Claims management, Performance management, Staff training
Job Title: Mgr - Budget Planning and Analysis Status: Exempt Reports to: VP - Controller Department: Accounting Job Code: 12073 Pay Range: $135,000.00 - $150,000.00 Annually WHO WE ARE: Golden 1 Credit Union is among the…
We are so glad you are interested in joining Sutter Health! Organization: SHSO-Sutter Health System Office-Valley Position Overview: Aids in the developing and analyzing of industry and competitive information to help pr…
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with…
Description Now is the time to join Dentists of Campus Commons. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and gain v…
Skills: Financial Counseling, Case Acceptance, Patient Education, Insurance Pre-authorizations, Interpersonal Communication
Practice Administrator - Radiology - Remote - Nationwide
Sacramento, California, United States · Remote Solely
$25/hr–$31/hr
Mid level
Remote, Nationwide – Seeking Radiology Practice Administrator Everybody Has A Role to Play in Transforming Healthcare As a Practice Administrator, you play a vital role in our mission to improve lives. Provide direct, bu…
Skills: Business Operations, Financial Tracking, Project Management, Human Resources, Medical Terminology
Risk Placement Specialist, High Net Worth - Personal Lines
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$44k–$115k/yr
Full-time
high school, bachelor degree, professional certificate
Family Health and Wellness Programs, 401k, Employee Assistance Programs, Paid Time Off, Paid Holidays, Career Advancement and Development Opportunities
Posted 58d ago
~40 hrs/week
Responsibilities
The specialist manages the end-to-end placement of new business and renewals for High Net Worth and Ultra High Net Worth clients. This includes analyzing market options, negotiating with underwriters, and developing comprehensive coverage proposals.
Requirements
Candidates must hold a Property and Casualty License and have at least 5 years of experience in the UHNW and Family Office insurance space. A bachelor's degree and professional insurance designations are preferred.
Full job description
WHO WE ARE
Relation 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.
WHAT WE'RE LOOKING FOR
The Risk Placement Specialist supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success. The individual in this role partners closely with sales and service teams to promote Relation’s products and services, supporting both new client acquisition and retention.
A GLIMPSE INTO YOUR DAY
Supports new business strategy and revenue generation by evaluating referrals to assess alignment with High Net Worth (HNW) and Ultra High Net Worth (UHNW) criteria and facilities appropriate routing to Private Client or Personal Lines as needed.
Develops and implements a renewal strategy based on potential and existing clients’ risks profiles, market conditions and carrier options, as requested.
Analyzes markets, products, and coverage options to recommend optimal, competitively priced solutions tailored to client risk profiles.
Manages end-to-end new business placement, including preparation, submission, follow-up, and documentation of applications, quotes, and carrier communications.
Leverages strong carrier and underwriter relationships to negotiate favorable pricing and coverage terms for clients.
Develops and delivers comprehensive proposals that clearly reflect recommended coverages, premiums, and underwriting outcomes.
Collaborates with sales and service teams to align placement efforts with sales and service objectives.
Adheres to legal and regulatory requirements in the insurance industry, ensuring all quotes and proposals comply with applicable laws and regulations.
Stays up to date on industry trends, market conditions, and new insurance products to provide valuable insights and recommendations.
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
Special projects and other duties as assigned.
WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE
A Property and Casualty License from state of domicile is required and must be maintained.
Four-year degree preferred.
Preference given to individuals that have insurance designations (e.g., CPRM, CPRIA, CISR, CIC, CPCU).
High school diploma or equivalent.
Minimum 5 years' experience supporting risk placement initiatives in Ultra High Net Worth and Family office space.
Strong proficiency in using Microsoft Office Suite, especially Word, PowerPoint, Excel.
Ability to learn and adapt quickly to new technologies and software.
Customer focused, high integrity, excellent work ethic.
In-depth understanding of personal lines of coverage.
Excellent written/verbal communication and interpersonal skills, with the ability to effectively interact with internal and external clients, business partners, and insurance carriers.
Detail-oriented and highly organized, with the ability to manage multiple tasks and prioritize work effectively to meet or exceed deadlines.
Strong, proactive communications to keep internal and external engagements up to date.
Strong analytical and mathematical skills.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
Paid training and continuing education to obtain/maintain your insurance license.
.
Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. 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.
The 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.
You 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.
.
$44,000.00 - $115,000.00
Related keywords
High Net WorthUltra High Net WorthFamily OfficeProperty and Casualty LicenseCPRMCPRIACISRCICCPCUPersonal LinesRisk ManagementInsurance BrokerageUnderwritingMicrosoft WordMicrosoft PowerPointMicrosoft Excel
You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.
Industry
Insurance
Company size
1,001-5,000 employees
Founded
2007
Headquarters
Chicago, Illinois
LinkedIn followers
13,802
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions.
Because you deserve more than an insurance company.
You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
Offices: 300 S Wacker Dr, Ste 1250, Chicago, Illinois 60606, US
How many Finance & Accounting jobs are open in Sacramento, CA right now?
There are currently 555 open finance & accounting positions in Sacramento, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Sacramento, CA?
Companies currently hiring include Golden 1 Credit Union, Vituity, H&R Block, Gallagher Bassett, MedAmerica, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Sacramento, CA?
Yes — 313 of the 555 open finance & accounting positions offer remote or hybrid work (154 remote, 159 hybrid).
How do I apply for Finance & Accounting jobs in Sacramento, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.