Job Description

Job Description

Job Description

About the Role

The High Net Worth Senior Personal Lines Account Manager job openings are high-level service positions within a national insurance broker’s thriving private client practice. Available for an insurance professional experienced with servicing high net worth home and auto policies. Here is an overview of the job:

• Location: Work alongside tenured PCG colleagues in Miami and Palm Beach. Hybrid schedules are available.
• Responsibilities: A client facing role, you serve as an advisor, helping explain coverage, answer questions, and recommending appropriate coverage based on risk exposures.
  • Gather all renewal information and manage the remarketing process, negotiating and securing quotes from underwriters.
  • Anticipate the client’s needs, providing proactive support and solutions based on their unique risks.
  • Actively pursue new business opportunities through the book of business you service which includes capitalizing on referrals and upselling/cross-selling to expand revenue on existing accounts.

Skills & Experience

1. Technical proficiency with rate, programs, coverage, exclusions and carriers in Private Client Group personal lines insurance.
2. Familiarity with placing accounts through main carriers like PURE, AIG Private Client, and Chubb.
3. Active P&C 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.

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