Capstone Search Group

Support high net worth clients by securing insurance quotes, comparing rates, and preparing proposals. | At least 1-2 years of personal lines insurance experience, with knowledge of high net worth insurance programs and carriers. | About the Role 100% remote insurance job working for a large independent insurance agency’s personal lines division. Your focus as Personal Lines Rating Specialist is to support high net worth clients. Your responsibilities include: • Secure insurance quotes, working with underwriters and through online insurance company rating systems • Run comparisons to find competitive rates and pricing that meets the client’s needs • Put together summaries and help prepare proposals outlining the terms, conditions, and pricing Skills & Experience • Requires at least 1-2 years of personal lines insurance experience • Must have experience working with high net worth insurance programs and associated carriers, including standard and E&S markets

Oversee teams and operations across multiple states, develop service strategies, and foster industry relationships. | Minimum 10 years in commercial property and casualty insurance, management experience in retail agency operations, and industry expertise. | About the Role 100% remote insurance job opening. As Regional Director, Commercial Insurance Agency Operations you hold a critical leadership position at one of the country’s largest and fastest growing insurance agencies. You’ll oversee teams and operations throughout states in the Midwest, South, and East Coast, developing ways to align service strategies, create cohesiveness, and position teams for continued organic growth and through acquisitions. Duties & Responsibilities • Build out team infrastructure; assist field office leaders with managing growth, integrating acquisitions, and aligning their efforts with the company’s overall ‘customer centric’ strategy • Establish a culture of continuous improvement to ensure training, quality assurance, and workflows meet the needs of clients and make sense for the organization • Develop strong relationships with key insurance company partners • Serve as an industry leader and subject matter expert on industry regulations as well as market trends Skills & Experience • Minimum of ten (10) years of commercial property and casualty insurance industry experience • Several years of management and retail agency leadership over operations, marketing, and client service Job Specs Location: 100% remote for qualified applicants within the Central Standard and Eastern Standard time zones. Expect somewhat regular travel within your group, 1-2 times/month.

Lead strategic client relationship management, coordinate insurance service and placement activities, and drive business growth through proposals, renewals, and collaboration with sales and marketing. | Minimum 7 years commercial insurance client-facing experience, success in C-suite relationship building, and possession of an Insurance P&C License. | About the Role At the highest level of client advocate, stewardship, and consultation, the VP, Commercial Lines Client Executive is part of a large insurance agency and responsible for all strategic relationship management. You coordinate service and placement activities to meet the client’s risk management needs. You design and consult with clients on insurance coverage and services. You proactively manage the business relationship with a solutions-driven approach. Duties & Responsibilities You have a panoramic view of account development and consulting. Here is a little more on the scope of your role: • Lead the Request for Proposal (RFP) response process. • Participate in new business opportunities including account rounding. Help meet the expectations for increased profitability, revenue growth, and client retention. • Manage and implement the renewal strategies. • Closely collaborate with marketing, broking, and sales to design individual sales strategies and grow pipelines for new and existing clients. • Identify, engage, and integrate delivery of all internal resources to deliver on the client experience. • Design, prepare, negotiate, and deliver presentations, proposals, compensation agreements, advocacy reports, and service plans/schedules to clients. Skills & Experience • Minimum seven (7) years of commercial insurance experience in a client-facing role. • Demonstrated success in relationship building at the C-suite level involving discussions about program design, coverage/pricing negotiations, risk management resources, and more. • Insurance P&C License will be required. Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Manage high net worth personal lines insurance clients with a focus on client service, marketing, and sales involvement. | Minimum 5 years retail agency client service experience in personal lines insurance with knowledge of quoting, rating, policies, and coverage. | About the Role • 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.