Hybrid Luxury Risk Advisor for HNW Personal Lines

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 firm in Cleveland is seeking a Personal Risk Advisor for Luxury & High-Value Portfolios to manage affluent clients' property and casualty accounts. The role requires thorough knowledge of high-value insurance needs and excellent client service skills. Candidates must have an Ohio insurance license and several years of relevant experience. The position offers a hybrid work model with competitive pay and benefits.

Qualifications

• 3–5 years of experience managing personal lines accounts, preferably for high-net-worth clients.
• Active Ohio Property & Casualty Insurance License required.
• Proven ability to provide exceptional client service.

Responsibilities

• Manage and service assigned book of business for high-net-worth personal lines clients.
• Quote new and renewal business with various carrier partners.
• Provide proactive risk management and insurance advisory support.

Skills

Client service for high-value clients

Knowledge of high-value property insurance

Excellent communication skills

Organizational and time-management skills

Education

High School Diploma/GED

Associate’s or Bachelor’s degree

Tools

Applied EPIC

Applied TAM

Microsoft Office Suite

Job description

A financial services firm in Cleveland is seeking a Personal Risk Advisor for Luxury & High-Value Portfolios to manage affluent clients' property and casualty accounts. The role requires thorough knowledge of high-value insurance needs and excellent client service skills. Candidates must have an Ohio insurance license and several years of relevant experience. The position offers a hybrid work model with competitive pay and benefits.