Capstone Search Group · 2 weeks ago
Commercial Insurance Senior Account Manager
Charlotte Metro
Full-time
Hybrid
Senior Level
5+ years expCapstone Search Group is a Top 100 independent insurance broker seeking an experienced Commercial Lines Senior Account Manager to join their Charlotte office. The role involves managing new clients across various industries, focusing on client inquiries, coverage reviews, and renewal preparation while maintaining service delivery standards.
ConsultingInsuranceRecruiting
Hiring Manager
Sierra Ely
Responsibilities
Be one of the first points of contact for clients, working with them and the producer on timely responses to inquiries, coverage reviews, and renewal preparation
Keep a close eye on service delivery, assisting junior associates with accurate information gathering and review, meeting deadlines, and maintaining accurate records in the agency management system
Stay abreast of market changes; strengthen insurance company partnerships and seek out new and creative solutions that meet the everchanging exposures for your clients
Qualification
Required
Minimum five (5) years of commercial property and casualty insurance experience in client management
Upper middle market account exposure is required, consistently handling $50k revenue accounts and up; $100k+ revenue account expertise even more desirable
Active state insurance license
Company
Capstone Search Group
Capstone Search Group provides recruiting services for candidates and companies.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Chris Winterboer
Partner, Senior Search Consultant - Insurance Recruiter
Kris Gibson, CPC
Managing Partner, Senior Consultant
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