HNW Personal Lines Portfolio Manager (Hybrid/Remote)

Mogi I/O : OTT/Podcast/Short Video Apps for you; Cleveland (OH); Hybrid; USD 75.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) Match

Profit Sharing

Year-End Bonuses

Health Benefits

Zusammenfassung

A financial services company is seeking a High Net Worth Personal Lines Account Manager in Cleveland, Ohio. This role requires managing a portfolio of affluent clients, ensuring exceptional client service, and deep knowledge of high-value property and luxury vehicles. The position is full-time with compensation ranging from USD 75,000 – 90,000 and offers benefits such as profit sharing and health benefits.

Qualifikationen

• 3–5 years of experience managing personal lines accounts, preferably 5+.
• Active Ohio Property & Casualty Insurance License required.
• Experience handling HNW clients with $20,000+ premium accounts.

Aufgaben

• Manage and service assigned book of business for high-net-worth clients.
• Prepare proposals, summaries of coverage, and renewal presentations.
• Provide proactive risk management and insurance advisory support.

Kenntnisse

Client service for high-value clients

Knowledge of high-value property and luxury vehicles

Excellent communication skills

Ausbildung

High School Diploma/GED

Associate’s or Bachelor’s degree

Tools

Applied EPIC

Applied TAM

Jobbeschreibung

A financial services company is seeking a High Net Worth Personal Lines Account Manager in Cleveland, Ohio. This role requires managing a portfolio of affluent clients, ensuring exceptional client service, and deep knowledge of high-value property and luxury vehicles. The position is full-time with compensation ranging from USD 75,000 – 90,000 and offers benefits such as profit sharing and health benefits.