Personal Lines Account Executive – Private Client Group

Capstone Search Group; United States; Remote; USD 75,000 - 120,000; Full time

Job summary

A leading national insurance broker is seeking a Personal Lines Account Executive for a fully remote position. This role focuses on managing high net worth client accounts, ensuring exceptional client advisory and service support. Candidates should have significant experience in personal lines and a strong grasp of insurance programs. This dynamic team emphasizes collaboration and high standards to provide unparalleled insurance solutions.

Qualifications

• Minimum five (5) years of personal lines experience with high net worth clients.
• Proficiency in policy forms, exclusions, and the marketing process.
• Active state insurance license required.

Responsibilities

• Support clients and manage policy requests.
• Get involved in the renewal process and marketing.
• Work collaboratively within a specialized team.

Skills

Client management

Client advisory experience

Technical proficiency in insurance programs

Education

Active state insurance license

Job description

[vc_row][vc_column][vc_custom_heading text="About the Role" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal"][vc_column_text css=".vc_custom_1750786886626{margin-bottom: 50px !important;}"]100% remote insurance job opening for aPersonal Lines Account Executive who is extremely skilled withPrivate Client Group accounts. Job specs include:

• You’re akey member of a highly specialized team within a national insurance broker. Their exclusive focus is private client group personal lines.
• This is a dynamic, close knit, and super professional team with an ‘all hands on deck’ approach. Everyone plays a part in supporting clients, handling marketing, getting involved in the renewal process, assisting with service/policy requests, and so on.

[/vc_column_text][vc_custom_heading text="Skills & Experience" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1750786910436{margin-bottom: 50px !important;}"]

• Minimum five (5) years of personal lines client management / client advisory experience with high net worth insureds.
• Technical proficiency in regards to rating, insurance programs, policy forms andexclusions, and the marketing processwith key private client insurers.
• Active state insurance license.

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Tagged as: account executive, account manager, affluent, casualty, client service, consulting, customer service, high net worth, homeowners, insurance, marketing, personal lines, private client, property