HNW Personal Lines Account Manager | Luxury Risk & Client Service

Mogi I/O : OTT/Podcast/Short Video Apps for you; Cleveland (OH); Hybride; USD 75 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k) Match

Profit Sharing

Year-End Bonuses

Health Benefits

Résumé du poste

A leading financial services firm based in the Cleveland area is seeking a Personal Lines Insurance Specialist to manage a portfolio of high-net-worth clients. The ideal candidate will ensure exceptional client service while navigating complex insurance needs, including property and casualty coverage. Candidates should possess strong communication skills, a valid insurance license, and experience in managing affluent accounts. This role offers a hybrid work model and competitive compensation.

Qualifications

• 3–5 years of experience managing personal lines accounts, 5+ preferred.
• Active Ohio Property & Casualty Insurance License required.
• Strong technical understanding of coverage forms and endorsements.

Responsabilités

• Manage and service assigned book of business for high-net-worth clients.
• Provide detailed proposals and coverage summaries.
• Develop and maintain relationships with carrier underwriters.

Connaissances

Client service

Insurance knowledge

Communication skills

Organizational skills

Formation

High School Diploma/GED

Associate’s or Bachelor’s degree

Outils

Applied EPIC

Applied TAM

Description du poste

A leading financial services firm based in the Cleveland area is seeking a Personal Lines Insurance Specialist to manage a portfolio of high-net-worth clients. The ideal candidate will ensure exceptional client service while navigating complex insurance needs, including property and casualty coverage. Candidates should possess strong communication skills, a valid insurance license, and experience in managing affluent accounts. This role offers a hybrid work model and competitive compensation.