Virtus · 16 hours ago
Vice President, Private Capital Practice Leader
Virtus Insurance is a recognized leader in modern brokerage, focusing on client-centric services across various sectors including Private Capital. The Vice President, Private Capital Practice Leader will manage major clients, drive operational excellence, and lead a client success unit to foster growth and enhance service delivery.
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Responsibilities
Lead and mentor a full Private Capital 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 Capital 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 Capital–related insurance concepts such as: portfolio level risk strategy vs. company level optimization, D&O, EPLI, Cyber, and Transaction driven exposures, integration risk for add on acquisitions, insurance implications of leverage, EBITDA adjustments, or rapid scaling industry specific risk variation across diverse portfolio holdings
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 Capital (leverage‑driven cost pressures, insurance market impacts on deal structuring, industry‑specific loss trends, regulatory changes affecting portfolio exits, cyber, EPLI, and D&O severity evolution) 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
Required
5–10+ years commercial insurance experience with proven Private Capital specialization
Direct experience leading, coaching, or managing within a brokerage environment
Deep technical understanding of Private Equity, portfolio company P&C, management liability, and cyber
Strong negotiation skills and ability to build connection quickly
Proficient with modern systems, workflows, insurance platforms and Microsoft 365
Exceptional communication skills including public speaking and executive presentation
Active Property & Casualty license
Preferred
Bachelor's degree preferred; CPCU or related designations strongly preferred
Expertise in large Private Capital programs, alternative risk, captives, aggregate deductibles, and other diverse structures
Experience leading large multi‑stakeholder engagements at scale
Proven track record of team performance improvement and operational excellence
Prior Unit Manager, Client Service Leader, or similar leadership experience at a top brokerage
Benefits
Market-leading compensation and bonus programs
401(k)
Health, dental, and vision
Unlimited PTO
Continuous professional development
Company
Virtus
Virtus provides insurance brokerage and consulting services.
Funding
Current Stage
Growth StageTotal Funding
unknown2022-07-21Acquired
Leadership Team
Recent News
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