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Virtus · 10 hours ago

Vice President, Private Client Practice Leader

Overland Park, KS

Full-time

Onsite

Mid, Senior Level

5+ years exp

Virtus Insurance is a modern brokerage redefining the insurance landscape. The Vice President, Private Client Practice Leader is responsible for managing major Private Client clients and leading a Client Success Unit, driving operational excellence and team performance to accelerate growth across high-net-worth individuals and complex risk profiles.

Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceProperty Insurance

Growth Opportunities

Responsibilities

Lead and mentor a full Private Client, Client Success Unit (AEs, AMs)

Set the standard for service excellence, technical accuracy, and client experience

Conduct workflow reviews, renewal readiness checks, and quality audits

Optimize workload distribution and team capacity planning

Deliver real time coaching, formal evaluations, and individualized development plans

Recruit and retain top performers; support succession and bench strength

Serve as senior point of escalation for client issues, carrier obstacles, or process bottlenecks

Maintain compliance with all internal systems, documentation, and licensing standards

Lead weekly or bi-weekly alignment meetings with the team focused on performance, renewal excellence and career progression

Collaborate with Practice Leadership on service model evolution, operational strategy, and staffing structure

Participate in leadership meetings and support practice level forecasting and financial planning

Lead cross functional improvements to drive efficiency and scalable growth

Influence key stakeholders and help roll out new workflows and service innovations

Reinforce One Virtus—building cohesion, alignment, and shared accountability

Manage a personal portfolio of upper‑middle‑market Commercial Private Client accounts until a certain Book scale is reached, then exclusively manage the Unit team members

Lead the creation of service plans, risk strategies, coverage structures, renewal timelines, and stewardship reports

Gain deep knowledge of each client’s business model, risk profile, priorities, and strategic objectives

Provide executive‑level guidance to clients on risk management, loss prevention, market conditions, and insurance strategy

Explain complex Private Client–related insurance concepts such as: multi‑state and multi‑residence property schedules, high‑value home reconstruction valuation, luxury and exotic vehicle programs, water damage, wildfire, and CAT‑risk mitigation, art, jewelry, and collectibles scheduling, family office structures and entity ownership considerations, excess liability / umbrella tower structuring, domestic staff liability & employment exposures

Maintain high retention and growth across assigned accounts

Provide technical oversight across the unit’s broader portfolio, ensuring coverage accuracy and strategic alignment

Review and approve marketing strategies, submissions, proposals, and deliverables before they reach clients. Ensure delivery meets Virtus standards for quality, accuracy, and documentation

Strengthen carrier and wholesaler partnerships and utilize market insights to drive strong outcomes

Monitor industry trends specific to Private Client (inflationary reconstruction costs, CAT market tightening, carrier appetite changes in higher-risk geographies, evolving personal cyber threats, demand for lifestyle-based risk prevention) and translate insights into client strategies

Own unit KPIs: retention, renewal discipline, file quality, service plans, client satisfaction

Support practice profitability through revenue execution, margin discipline, and cross‑sell strategies

Ensure timely, precise completion of all renewals, endorsements, certificates, audits, and communications

Support producers in strategic planning and new business opportunities

Qualification

Private Client specializationLeadership experienceInsurance platforms proficiencyPublic speakingNegotiation skillsBachelor's degreeCPCURelated designationsActive Property & Casualty license