EMC-Executive Management Consultant
HNW Personal Lines Account Manager
EMC-Executive Management Consultant, Cleveland, Ohio, us, 44101
Overview
Visionary Founder | Talent Acquisition | AI Enthusiast | US & INDIA Tech Recruitment | US Leadership Hiring Industry:
Personal Lines Insurance | High-Net-Worth Clients | Property & Casualty Employment Type:
Full-Time Location:
Remote (Candidates within
150–175 miles
radius preferred) Must be a US Citizen Are you an experienced
Personal Lines Account Executive
with deep expertise in
high-net-worth (HNW) insurance ,
complex risk management , and
exceptional client servicing ? We are seeking a highly skilled professional to support a growing book of business across multiple states. This is an excellent opportunity for someone who excels in
P&C insurance ,
luxury asset protection ,
multi-state personal lines , and
high-touch client service .
Responsibilities
Manage and service an assigned
high-net-worth personal lines book of business
(new & renewal).
Handle complex personal insurance needs:
luxury homes, secondary residences, high-value contents, fine art, jewelry, collections, yachts, exotic vehicles , etc.
Use
Applied EPIC ,
Applied TAM , or
AMS 360
for all servicing, processing, quoting, endorsements, and documentation.
Provide timely client communication within
24 hours
of any request.
Conduct risk assessments, recommend proper limits, evaluate replacement cost, and support underwriting submissions.
Prepare detailed proposals using Microsoft Office and generate multi-carrier comparisons via the comp rater.
Support Producers/Sales Agents with prospecting, client presentations, renewals, and cross-selling.
Coordinate with carriers, lenders, advisors, and external stakeholders.
Maintain accurate documentation, schedules, valuations, and renewal workflows.
Required Experience & Qualifications
3–5+ years
handling personal insurance accounts;
5+ years preferred .
Strong background in
personal lines ,
high-net-worth clients , and
risk management .
Active Ohio Property & Casualty Insurance License
(mandatory).
High School Diploma/GED
required;
Associate/Bachelor’s degree preferred .
Valid driver’s license
required.
Experience using
Applied EPIC ,
Applied TAM , or
AMS 360
(preferred).
Prior experience managing clients with personal premiums
$20,000+
strongly preferred.
Ability to work remotely with strong ownership of tasks.
Preferred Skills (Nice-to-Haves)
Strong understanding of: Scheduled items, endorsements, floaters
Multi-state personal lines regulations
Ability to coordinate with estate planners, attorneys, wealth managers
Strong negotiation skills and familiarity with high-net-worth markets
Tech-savvy: using digital tools, aerial images, Google Earth, property records, pre-underwriting tools
Excellent communication, documentation, and presentation skills
Self-motivated, proactive, and able to meet strict deadlines
Strong organizational skills and ability to manage multiple policies/assets
Traits of a Strong High-Net-Worth Personal Lines Professional
Discreet, trustworthy, and client-first mindset
Exceptional relationship-building skills
Ability to manage complex, multi-location portfolios
Strong follow-through and attention to detail
Ability to work independently while collaborating with teams & external partners
High emotional intelligence and polished professionalism
Warm Regards, Executive Management Consultant Contact:
+1 646-814-2799 Email:
javed@emc-us.com
#J-18808-Ljbffr
Visionary Founder | Talent Acquisition | AI Enthusiast | US & INDIA Tech Recruitment | US Leadership Hiring Industry:
Personal Lines Insurance | High-Net-Worth Clients | Property & Casualty Employment Type:
Full-Time Location:
Remote (Candidates within
150–175 miles
radius preferred) Must be a US Citizen Are you an experienced
Personal Lines Account Executive
with deep expertise in
high-net-worth (HNW) insurance ,
complex risk management , and
exceptional client servicing ? We are seeking a highly skilled professional to support a growing book of business across multiple states. This is an excellent opportunity for someone who excels in
P&C insurance ,
luxury asset protection ,
multi-state personal lines , and
high-touch client service .
Responsibilities
Manage and service an assigned
high-net-worth personal lines book of business
(new & renewal).
Handle complex personal insurance needs:
luxury homes, secondary residences, high-value contents, fine art, jewelry, collections, yachts, exotic vehicles , etc.
Use
Applied EPIC ,
Applied TAM , or
AMS 360
for all servicing, processing, quoting, endorsements, and documentation.
Provide timely client communication within
24 hours
of any request.
Conduct risk assessments, recommend proper limits, evaluate replacement cost, and support underwriting submissions.
Prepare detailed proposals using Microsoft Office and generate multi-carrier comparisons via the comp rater.
Support Producers/Sales Agents with prospecting, client presentations, renewals, and cross-selling.
Coordinate with carriers, lenders, advisors, and external stakeholders.
Maintain accurate documentation, schedules, valuations, and renewal workflows.
Required Experience & Qualifications
3–5+ years
handling personal insurance accounts;
5+ years preferred .
Strong background in
personal lines ,
high-net-worth clients , and
risk management .
Active Ohio Property & Casualty Insurance License
(mandatory).
High School Diploma/GED
required;
Associate/Bachelor’s degree preferred .
Valid driver’s license
required.
Experience using
Applied EPIC ,
Applied TAM , or
AMS 360
(preferred).
Prior experience managing clients with personal premiums
$20,000+
strongly preferred.
Ability to work remotely with strong ownership of tasks.
Preferred Skills (Nice-to-Haves)
Strong understanding of: Scheduled items, endorsements, floaters
Multi-state personal lines regulations
Ability to coordinate with estate planners, attorneys, wealth managers
Strong negotiation skills and familiarity with high-net-worth markets
Tech-savvy: using digital tools, aerial images, Google Earth, property records, pre-underwriting tools
Excellent communication, documentation, and presentation skills
Self-motivated, proactive, and able to meet strict deadlines
Strong organizational skills and ability to manage multiple policies/assets
Traits of a Strong High-Net-Worth Personal Lines Professional
Discreet, trustworthy, and client-first mindset
Exceptional relationship-building skills
Ability to manage complex, multi-location portfolios
Strong follow-through and attention to detail
Ability to work independently while collaborating with teams & external partners
High emotional intelligence and polished professionalism
Warm Regards, Executive Management Consultant Contact:
+1 646-814-2799 Email:
javed@emc-us.com
#J-18808-Ljbffr