Mogi I/O : OTT/Podcast/Short Video Apps for you

Compensation

Full Description

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. The position requires deep knowledge of high-value property, luxury vehicles, fine art, and other specialized coverage needs, along with the ability to 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.