HNW Private Client Insurance Advisor — Multi-State Coverage

Mogi I/O : OTT/Podcast/Short Video Apps for you; Cleveland (OH); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

401(k) Match

Profit Sharing

Year-End Bonuses

Health Benefits

Job summary

A financial services company is seeking an Insurance Account Executive to manage high-net-worth personal lines accounts. The ideal candidate will deliver exceptional client service and handle complex risk exposures. Responsibilities include managing client portfolios, quoting business, and ensuring timely client responses. Candidates should have 3-5 years of experience and an active Ohio insurance license. This position offers hybrid/remote flexibility within the U.S.

Qualifications

• 3-5 years managing personal lines accounts, 5+ preferred.
• Active Ohio Property & Casualty Insurance License required.
• Experience with high-value clients ($20,000+ premium accounts).
• Valid U.S. driver's license required.

Responsibilities

• Manage and service assigned book of business for high-net-worth clients.
• Ensure prompt and accurate client responses within 24 hours.
• Quote new and renewal business with carrier partners.
• Develop and maintain strong relationships with carrier underwriters.

Skills

Client service

Documentation accuracy

Communication skills

Risk management

Technical understanding of coverage

Education

High School Diploma/GED

Associate's or Bachelor's degree

Tools

Applied EPIC

Applied TAM

Job description

A financial services company is seeking an Insurance Account Executive to manage high-net-worth personal lines accounts. The ideal candidate will deliver exceptional client service and handle complex risk exposures. Responsibilities include managing client portfolios, quoting business, and ensuring timely client responses. Candidates should have 3-5 years of experience and an active Ohio insurance license. This position offers hybrid/remote flexibility within the U.S.