Job Description
Job Title: High Net Worth (HNW) Personal Lines Account Manager
Location: Cleveland, Ohio (Remote / Hybrid)
Employment Type: Full-Time
Overview:
We are seeking a skilled High Net Worth (HNW) Personal Lines Account Manager to manage and service a portfolio of complex personal lines accounts. This role focuses on providing exceptional client service for high-value clients, including luxury homes, vacation properties, fine art, collectibles, jewelry, yachts, and exotic vehicles.
Key Responsibilities:
- Manage and service HNW personal lines accounts ($20,000+ premium), including new and renewal policies.
- Utilize agency management systems (Applied EPIC, TAM, AMS 360) for servicing, quoting, and processing client requests.
- Provide accurate, timely responses to client inquiries within 24 hours.
- Advise clients on coverage limits, risk exposures, and specialized endorsements.
- Support producers in maintaining existing accounts and managing prospects.
- Maintain detailed documentation, including scheduled items, policy renewals, and complex portfolios.
- Collaborate with carriers, legal advisors, and other stakeholders as needed.
- Deliver high-touch client service, especially during claims or complex situations.
Required Qualifications:
- Minimum 3–5 years of personal lines account management experience; HNW experience preferred.
- Active Ohio Property & Casualty Insurance License.
- High School Diploma or GED required; Associate’s or Bachelor’s degree preferred.
- Current valid driver’s license.
- Experience with agency management systems (Applied EPIC, TAM, AMS 360) preferred.
- Proven ability to manage high-value accounts and provide exceptional client service.
Nice to Haves:
- Strong sense of urgency and ability to meet tight deadlines.
- Self-motivated, proactive, and highly organized.
- Problem-solving skills for complex client needs.
- Ability to work independently and collaboratively with team members and external stakeholders.
- Knowledge of multi-state policies and high-net-worth client considerations (estate planning, trust-owned properties).
- Tech-savvy with tools for service, risk mitigation, and pre-underwriting.
Job Tags
Full time, Remote work,