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  High Net Worth Insurance Account Manager  

  Coverage Inc

  - Cleveland

  Posted: 24/04/2026

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  High Net Worth Personal Lines Account ManagerAre you passionate about... Read More

  High Net Worth Personal Lines Account Manager

  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 carriersPrepare insurance summaries, proposals, and spreadsheets.Retain renewals and process related insurance transactions through proactive and concierge-level serviceUse various tech-forward systems to maintain data integrity (Powerbroker.AI, Vertafore, AMS360, Gaya, Indio, Box.com, etc.)

  The Tools:

  Ohio Property Casualty Insurance license required3-5+ years of experience in high net worth personal lines insuranceBachelor's degree from an accredited college or university preferredCPCU, CPRM, CAPI, or related designations preferredPrior experience with specialized private client insurance carriers such as Chubb, PURE, and Cincinnati Insurance, as well as experience with brokered and non-admitted insurance marketsAbility 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

  The Perks:

  Hybrid working model (Tues/Thurs. in-office after training period)Competitive salary ($75,000 - $95,000 / year)Generous PTO planTuition reimbursementFitness center pass401K plan with matchFully paid short and long term disability & life insuranceAvailable medical, dental, and vision insuranceOption for parking reimbursement with hybrid working modelPaid holidaysHealthy Lunches from HarvestOwlWe 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.

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• 

  Account Executive: Personal Lines  

  Coverage Inc

  - Fayette County

  Posted: 17/03/2026

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  Account Executive Are you passionate about helping people protect what... Read More

  Account Executive Are you passionate about helping people protect what matters most? Do you thrive in a fast-paced, client-focused environment? If so, we want YOU to be part of our dynamic team! We are a local, family-owned independent insurance agency offering many benefits including a Group Health and 401K plan as well as company-paid benefits such as continuing insurance education, Group life insurance, and short-term/long-term disability. This is a full-time position and is located in Tyrone, GA. As an Account Executive in our Personal Lines Department, you'll: Build Relationships: Connect with clients to understand their unique needs and offer tailored insurance solutions. Grow Your Career: Access ongoing professional development and opportunities for advancement within our growing company. Work with a Supportive Team: Collaborate with experienced professionals dedicated to helping you succeed. Make a Real Impact: Help individuals and families secure peace of mind by protecting their homes, vehicles, and assets. What We're Looking For: Proactive, team-oriented professional who thrives in a collaborative environment Strong organizational, communication, and interpersonal skills Passion for servicing and helping clients find the right coverage Prior insurance experience Job Description Summary/Objective This position is responsible for working in conjunction with Team Members to service clients by maintaining ongoing relationships with those clients through continued stewardship, account rounding, and assistance during the client renewal process. Additionally, the role supports new business efforts by assisting with quoting, onboarding, and delivering an exceptional client experience from the initial point of contact forward. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Promotes teamwork by maintaining a positive and respectful attitude with colleagues. Assists in achieving department and company goals by performing assigned job functions in an accurate and timely manner. Demonstrates strong communication skills through the use of effective verbal and/or written exchanges, active listening and respectful response. Provides the highest level of customer service to clients within a book of insurance accounts with an eye for proper documentation and organization. When needed to perform functions associated with servicing an account, follows established agency workflows with high level of accuracy and attention to detail. In this capacity, must have excellent computer skills with the ability and willingness to learn new systems. Builds strong relationships with potential and existing clients to identify and meet their insurance needs including rounding the account with other lines of business as applicable. Maintains confidentiality of all information related to clients, carriers, or as appropriate, other information. Consistently reports to work on time and prepared to perform job functions. Strives to increase knowledge and/or enhance skills through continuing education. Competencies Communication Proficiency Teamwork Orientation Collaboration Skills Technical Capacity Project Management Time Management Supervisory Responsibility This position has no direct supervisory responsibilities, however, those with more years of experience may mentor those with less experience. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, and other devices. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to talk or hear all day. The employee is frequently required to sit, stand, walk, use hand to handle or feel and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Position Type/Expected Hours of Work This is a full-time position working Monday through Friday, 8:30 a.m. to 5 p.m. Hours may vary depending on department and scope of work assigned. Travel Occasional, local day travel is expected for this position, with rare overnight travel required for educational and other business purposes. Required Education and Experience High School Diploma or GED. Insurance License. 5+ years of experience in the insurance industry Preferred Education and Experience Associates or Bachelors degree from college or technical school. Specific industry designation AAP/EEO Statement The Harbin Agency is an Equal Opportunity Employer. Read Less

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• 

  Commercial and Personal Lines Insurance Producer  

  Coverage Inc

  - Orange County

  Posted: 20/02/2026

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  Insurance Producer High and Rubish Insurance Agency is a well-establis... Read More

  Insurance Producer High and Rubish Insurance Agency is a well-established independent insurance agency in Chapel Hill, NC. We are looking for a career-oriented individual to join the agency as an in-person multi-lines producer. Primary Role Sell insurance to qualified prospects to ensure continued profitable agency growth and reach specific goals. Prospect for new clients, sell additional coverage to existing clients, and retain existing assigned accounts. Performance Standards Develop and implement an approved sales business plan with formal coaching based on global agency sales goals. Meet established annual sales goals. Duties Actively contact prospects, schedule appointments, make sales presentations, and close on new business accounts. Balance production to achieve desired mix of business. Maintain prospect list of clients of agency's targeted business Complete applications for account managers to submit to appropriate markets Arrange payment terms for all accounts in accordance with agency credit and collections policy Cooperate in gathering information on assigned accounts for renewal marketing and handling per agency procedures. Deliver policies and/or binders on assigned accounts, following agency guidelines and time frames. Attend sales seminars, company sales meetings, and educational activities needed to improve sales techniques and stay up to date on the latest developments in the marketplace Participate in and organize special projects Work with existing agency personnel to jointly accomplish sales goals Diligently maintain records in the agency management system, including documenting and attaching all files, notes, and correspondence Qualifications Read Less

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