Apply on Employer Site

Capstone Search Group · 2 days ago

Personal Lines Senior Account Manager - Private Client Group

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Capstone Search Group is seeking an experienced Personal Lines Senior Account Manager for their Private Client Group. The role involves managing relationships with high net worth clients, focusing on their personal lines insurance needs and providing strategic risk management solutions.

ConsultingInsuranceRecruiting

Growth Opportunities

Hiring Manager

Amy Stuntz, CTS

Responsibilities

Serving as a key member of a specialized team with an exclusive focus is private client group personal lines

Being an integral part of the ongoing relationship management process, working closely with internal and external partners to address daily service needs

Having the ability to think strategically about long-term risk management solutions and possess a keen eye for detail as the renewal process begins

Qualification

Personal lines client managementHigh net worth experienceActive state insurance licenseInsurance programs knowledgeStrategic thinkingAttention to detail

Required

Minimum three (3) years of personal lines client management experience primarily focusing on high net worth / ultra high net worth clients

Technical proficiency in regards to rating, insurance programs, policy forms and exclusions, and the marketing process with key private client insurers

Active state insurance license