Insurance Account Executive – Private Client Services

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

Insurance Account Executive – Private Client Services

Location: Cleveland, Ohio (Hybrid/Remote within 175-mile radius)

Work Type: Full-Time, Permanent

Experience Required: 3 – 30 Years

Compensation: USD 75,000 – 90,000

Benefits: 401(k) Match, Profit Sharing, Year-End Bonuses, Health Benefits

Eligibility: Must be a U.S. Citizen

Job Overview: Seeking a High Net Worth (HNW) Personal Lines Account Manager to manage and service a portfolio of affluent clients’ property and casualty accounts across multiple U.S. states. The ideal candidate will deliver exceptional client service, maintain high-value personal lines portfolios, and ensure seamless coordination with producers, underwriters, and carrier partners.

Deep knowledge of high-value property, luxury vehicles, fine art, and other specialized coverage needs is required. The candidate must navigate complex risk exposures and provide strategic coverage recommendations.

Key Responsibilities:

• Manage and service assigned book of business for high-net-worth personal lines clients.
• Utilize Applied EPIC (or similar AMS) for processing client requests (e.g., evidence of insurance, ID cards, policy changes).
• Ensure prompt and accurate client responses within 24 hours.
• Quote new and renewal business with various carrier partners via comparative rater tools.
• Prepare detailed proposals, summaries of coverage, and renewal presentations.
• Collaborate closely with Producers/Sales Agents to retain and grow the existing client base.
• Maintain high standards of documentation, accuracy, and compliance across all client records.
• Provide proactive risk management and insurance advisory support.
• Develop and maintain strong relationships with carrier underwriters (Chubb, AIG, PURE, Cincinnati, etc.).
• Manage multiple policies and scheduled items across luxury homes, collections, and vehicles.

Must-Have Qualifications:

• 3–5 years of experience managing personal lines accounts (5+ preferred).
• Proven ability to provide exceptional client service for high-value clients.
• Active Ohio Property & Casualty Insurance License required.
• Experience with agency management systems (Applied TAM, Applied EPIC, or AMS 360).
• Background handling HNW clients ($20,000+ premium accounts).
• Strong technical understanding of coverage forms, endorsements, floaters, and umbrella policies.
• Excellent written, verbal, and interpersonal communication skills.
• Valid U.S. driver’s license.
• High School Diploma/GED required; Associate’s or Bachelor’s degree preferred.

Nice-to-Have Qualifications:

• Experience managing multi-state accounts (especially coastal regions such as FL or CA).
• Knowledge of luxury property, fine art, jewelry, yacht, or exotic vehicle insurance.
• Understanding of risk exposures: fire, flood, earthquake, water damage, and liability.
• Familiarity with estate and trust-owned property coverage structures.
• Strong organizational and time-management skills with ability to meet tight deadlines.
• Self-motivated, proactive, and solutions-driven mindset.
• Ability to work independently while collaborating with team members and external partners.
• Tech-savvy with strong proficiency in Microsoft Office Suite and online quoting tools.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Sales and Business Development