Senior HNW Personal Lines Insurance Manager (Hybrid/Remote)

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 in Cleveland, OH is seeking a Senior Personal Insurance Account Manager to manage high-net-worth client accounts. This role involves exceptional client service, risk management, and collaboration with insurance partners. Ideal candidates should have 3–5 years of experience, an active Ohio insurance license, and strong communication skills. The position offers a competitive salary and has hybrid work options.

Qualifications

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

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

Insurance knowledge

Communication skills

Risk management

Education

High School Diploma/GED

Associate’s or Bachelor’s degree

Tools

Applied EPIC

Applied TAM

Job description

A financial services company in Cleveland, OH is seeking a Senior Personal Insurance Account Manager to manage high-net-worth client accounts. This role involves exceptional client service, risk management, and collaboration with insurance partners. Ideal candidates should have 3–5 years of experience, an active Ohio insurance license, and strong communication skills. The position offers a competitive salary and has hybrid work options.