Insurance Account Manager (High Net Worth)

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 :

Nice to Haves :