High Net Worth Insurance Account Manager
RSS Insurance, Cleveland, OH, United States
Are you passionate about being a true resource to your clients? Do you strive for continued growth and development in your career?
Join our growing and fun-loving team at
Evarts Tremaine
– an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45states.
Evarts Tremaine is built on our shared core values - Authenticity, Innovation, Integrity, Knowledge, Teamwork & Fun!
We are proud to be a part of and to support the Cleveland Community.
We are seeking a detail-oriented
High Net Worth Personal Lines Account Manager
to join our team.
The Role:
Act as the primary point of contact for high net worth and affluent clients, providing proactive service on personal lines insurance products.
Work directly with wealth advisors, family offices, and similar centers of influence to deliver comprehensive insurance coverage solutions.
Process new business quotes with high net worth carriers
Prepare insurance summaries, proposals, and spreadsheets.
Retain renewals and process related insurance transactions throughproactive and concierge-level service
Use various tech-forward systems to maintain data integrity (Powerbroker.AI, Vertafore, AMS360, Gaya, Indio, Box.com, etc.)
The Tools:
Ohio Property Casualty Insurance license required
3-5+ years of experience in high net worth personal lines insurance
Bachelor's degree from an accredited college or university preferred
CPCU, CPRM, CAPI, or related designations preferred
Prior experience with specialized private client insurance carriers such as Chubb, PURE, and Cincinnati Insurance, as well as experience with brokered and non-admitted insurance markets
Ability to assess unique & complex exposures related tomulti-state high-value home insurance, luxury vehicles, collections, primary and excess flood, excess liability, and related lines of business
The Perks:
Hybrid working model (Tues/Thurs. in-office after training period)
Competitive salary ($75,000 - $95,000 / year)
Generous PTO plan
Tuition reimbursement
Fitness center pass
401K plan with match
Fully paid short and long term disability & life insurance
Available medical, dental, and vision insurance
Option for parking reimbursement with hybrid working model
Paid holidays
Healthy Lunches from HarvestOwl
We run on the Entrepreneurial Operating System (EOS)
Community volunteer opportunities
Opportunities for Growth Our agency provides tuition reimbursement and reward for completing designations through The Institutes, The National Alliance for Insurance Education and Research, The National Underwriter Company, and the Professional Liability Underwriting Society.
Evarts Tremaine is an equal opportunity employer.
www.evartstremaine.com
#J-18808-Ljbffr
Join our growing and fun-loving team at
Evarts Tremaine
– an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45states.
Evarts Tremaine is built on our shared core values - Authenticity, Innovation, Integrity, Knowledge, Teamwork & Fun!
We are proud to be a part of and to support the Cleveland Community.
We are seeking a detail-oriented
High Net Worth Personal Lines Account Manager
to join our team.
The Role:
Act as the primary point of contact for high net worth and affluent clients, providing proactive service on personal lines insurance products.
Work directly with wealth advisors, family offices, and similar centers of influence to deliver comprehensive insurance coverage solutions.
Process new business quotes with high net worth carriers
Prepare insurance summaries, proposals, and spreadsheets.
Retain renewals and process related insurance transactions throughproactive and concierge-level service
Use various tech-forward systems to maintain data integrity (Powerbroker.AI, Vertafore, AMS360, Gaya, Indio, Box.com, etc.)
The Tools:
Ohio Property Casualty Insurance license required
3-5+ years of experience in high net worth personal lines insurance
Bachelor's degree from an accredited college or university preferred
CPCU, CPRM, CAPI, or related designations preferred
Prior experience with specialized private client insurance carriers such as Chubb, PURE, and Cincinnati Insurance, as well as experience with brokered and non-admitted insurance markets
Ability to assess unique & complex exposures related tomulti-state high-value home insurance, luxury vehicles, collections, primary and excess flood, excess liability, and related lines of business
The Perks:
Hybrid working model (Tues/Thurs. in-office after training period)
Competitive salary ($75,000 - $95,000 / year)
Generous PTO plan
Tuition reimbursement
Fitness center pass
401K plan with match
Fully paid short and long term disability & life insurance
Available medical, dental, and vision insurance
Option for parking reimbursement with hybrid working model
Paid holidays
Healthy Lunches from HarvestOwl
We run on the Entrepreneurial Operating System (EOS)
Community volunteer opportunities
Opportunities for Growth Our agency provides tuition reimbursement and reward for completing designations through The Institutes, The National Alliance for Insurance Education and Research, The National Underwriter Company, and the Professional Liability Underwriting Society.
Evarts Tremaine is an equal opportunity employer.
www.evartstremaine.com
#J-18808-Ljbffr