Personal Lines Account Executive – Private Client Group

Capstone Search Group; South Carolina; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading independent insurance broker in the Mid-Atlantic region is seeking an experienced Personal Lines Account Executive for a remote position. You will focus on managing high net worth clients with unique risk profiles, ensuring exceptional client management and customer service. The role requires at least five years of experience in high net worth personal lines insurance and familiarization with the quoting/rating process. Join a close-knit team dedicated to professional growth and collaboration.

Qualifications

• Minimum five years of retail agency client service experience in a similar account manager or client executive role.
• Knowledge of the quoting/rating process and insurance policies, coverage, and exclusions.

Responsibilities

• Manage high net worth clients with unique risk profiles, including multiple homes and recreational vehicles.
• Interact with clients, handle marketing, and participate in the sales process.
• Ensure client management and customer service is the top priority.

Skills

Experience in High Net Worth personal lines insurance

Client Management

Customer Service

Job description

About the Role

100% remote, work-from-home position for an experienced Personal Lines Account Executive- Private Client Group. This Top 100 independent insurance broker has a very strong footprint in the Mid-Atlantic with teams from Pennsylvania down the East Coast into Florida.

Location: They are open to qualified candidates working remotely from Pittsburgh as well as statewide Maryland, Virginia, North Carolina, South Carolina, Georgia, and Florida.

• You’re a senior member of a large insurance agency’s personal lines division. Your focus will be high net worth clients with unique risk profiles including multiple homes, recreational vehicles, yachts, etc.
• The team dynamic is close knit, super professional, and ‘all hands on deck’. Everyone has the chance to play a part in interacting with clients, handling marketing, getting involved in the sales process, and so on.
• Client Management-Customer Service is your top priority.

To Be Considered for The Personal Lines Account Executive- Private Client Group Role:

• Experience in High Net Worth personal lines insurance is required.
• Minimum five (5) years of retail agency client service experience in a similar account manager or client executive role.
• Knowledge of the quoting/rating process as well as insurance policies, coverage, and exclusions with carriers that write Private Client Group personal lines insurance.