High Net Worth Insurance Account Manager
About The Position
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 45 states. 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 through proactive and concierge-level service Use various tech-forward systems to maintain data integrity (Powerbroker.AI, Vertafore, AMS360, Gaya, Indio, Box.com, etc.)
Requirements
- Ohio Property Casualty Insurance license required
- 3-5+ years of experience in high net worth personal lines insurance
- Ability to assess unique & complex exposures related to multi-state high-value home insurance, luxury vehicles, collections, primary and excess flood, excess liability, and related lines of business
Nice To Haves
- 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
Responsibilities
- 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 through proactive and concierge-level service
- Use various tech-forward systems to maintain data integrity (Powerbroker.AI, Vertafore, AMS360, Gaya, Indio, Box.com, etc.)
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
