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.

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