Personal Lines Client Manager - Private Client Group (10032)

Job Description

Job Description

About the Role

Join a national insurance agency as Personal Lines Account Manager working with affluent, Private Client Group home and auto policies. Supporting the sales and service team with client management, retention, and growth, you’ll ensure clients receive a consistent, personalized experience to managing their personal insurance programs.

Duties & Responsibilities

• Manage policies, respond to client questions, and assist with changes, billing, audits, claims, reviews, and other ongoing maintenance.
• Prepare renewals. Complete applications. Request information. Complete submissions and work with underwriters to secure competitive quotes. Complete online rating as needed.
• Coordinate efforts with the sales team; identify opportunities to enhance programs and round out coverage. Address escalated issues. Capitalize on referral opportunities.

Skills & Experience

• At least three (3) years of personal lines insurance account management experience including work with affluent, high net worth policies.
• Active state insurance license.

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.