Hybrid Private Client Personal Lines Manager

Capstone Search Group; Houston (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

Private client focus

Job summary

Capstone Search Group is seeking a High Net Worth Personal Lines Account Manager to join an established service team in Houston. You will focus on private client insured accounts, managing renewals, and advising on coverage options.

The ideal candidate has 3–5 years of personal lines client service, an active state license, and a track record with affluent clients. This hybrid role offers growth within a leading agency and a commitment to high service standards.

Qualifications

• Minimum 3–5 years of personal lines client service experience.
• Exposure to private client accounts and affluent client services.
• Knowledge of processes, policies, coverage, and exclusions.

Responsibilities

• Serve existing personal lines accounts (home, auto, etc.).
• Prepare renewals and remarket quotes for standard and private client markets.
• Collaborate with the team to support high net worth clientele.

Skills

Private client insurance experience

Personal lines client service

Policy coverage knowledge

Account management experience

Education

Active state insurance license

Job description

Capstone Search Group is seeking a High Net Worth Personal Lines Account Manager to join an established service team in Houston. You will focus on private client insured accounts, managing renewals, and advising on coverage options.

The ideal candidate has 3–5 years of personal lines client service, an active state license, and a track record with affluent clients. This hybrid role offers growth within a leading agency and a commitment to high service standards.