$120K - 180K a year
Lead and manage personal lines client service operations with a focus on operational efficiency, scalability, strategic growth, and client service excellence in a fully remote environment.
10-12 years in property and casualty insurance with personal lines expertise, prior leadership in client service operations, marketing, carrier partnerships, and an active insurance license.
About the Role 100% remote insurance job opening for a senior leader with large scale retail agency experience to take on the role of Director of Personal Lines Client Service Operations. Part of a national insurance brokerage that’s in transformative growth, your role is multi-faceted and focused in areas like operational efficiency, scalability, strategic growth, client service delivery, carrier partnerships, and revenue generation. This is a collaborative position that works in conjunction with internal and external partners, ensuring an innovative, best in class approach to client service. Duties & Responsibilities While your role is diverse and blends strategic and tactical elements, everything you hope to accomplish centers on setting a standard of client service excellence. • Work with regional and executive leaders to build and support high-performing service teams, ensuring enterprise-wide consistency • Manage department operations, spearheading efforts for efficiency through the integration with carrier partners, employee training and development in conjunction with Human Resources, and KPIs that help many levels of manage assessment and manage workflows and workloads for field offices • Participate in acquisition integration efforts to ensure continuity • Provide subject matter expertise on insurance trends and market conditions within insight for senior leaders on opportunities to position the agency competitively Skills & Experience • Minimum 10-12 years of property and casualty insurance industry with extensive knowledge of personal lines • Prior leadership experience overseeing client service operations, marketing, and carrier/vendor partnerships • Active insurance license Job Specs Location: 100% remote within the Central Standard and Eastern Standard Time Zones. Expect monthly travel; sometimes more during peak seasons. Company DescriptionCapstone 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.
This job posting was last updated on 10/20/2025