High Net Worth Personal Lines Account Manager jobs in United States
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Capstone Search Group · 1 week ago

High Net Worth Personal Lines Account Manager

positionCharlotte Metro
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Capstone Search Group is seeking an experienced High Net Worth Personal Lines Account Manager for a hybrid work opportunity in Charlotte. The role involves handling a portfolio of personal insurance policies with unique complexities and working with major carriers to secure competitive pricing for high net worth clients.

ConsultingInsuranceRecruiting
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Growth Opportunities
Hiring Manager
Kris Gibson, CPC
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Responsibilities

Immediately assume a lead role handling a portfolio of personal insurance policies with unique complexities like high value homes and coastal properties
Work with major national & specialty personal lines carriers to secure competitive and comprehensive pricing, terms, and conditions for high net worth clients

Qualification

Insurance experiencePersonal lines policiesInsurance licensePrivate client programsCarrier knowledge

Required

At least three (3) years of insurance experience servicing personal lines policies (home and auto) with knowledge of private client programs and marketing processes through carriers like PURE, Chubb, AIG, etc
Active insurance license

Company

Capstone Search Group

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Capstone Search Group provides recruiting services for candidates and companies.
dateFounded in 2002
location
Urbandale, Iowa, USA
people-size2-10 employees
web-link
https://www.csgrecruiting.com

Funding

Current Stage
Early Stage

Leadership Team

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Chris Winterboer
Partner, Senior Search Consultant - Insurance Recruiter
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Kris Gibson, CPC
Managing Partner, Senior Consultant
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Company data provided by crunchbase