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Capstone Search Group

Capstone Search Group

via LinkedIn

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Personal Lines Account Executive- Private Client Group

Anywhere
full-time
Posted 8/27/2025
Verified Source
Key Skills:
High Net Worth personal lines insurance
Client management
Insurance quoting and rating
Insurance policies and coverage knowledge
Customer service

Compensation

Salary Range

$120K - 180K a year

Responsibilities

Manage high net worth personal lines insurance clients with a focus on client service, marketing, and sales involvement.

Requirements

Minimum 5 years retail agency client service experience in personal lines insurance with knowledge of quoting, rating, policies, and coverage.

Full Description

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.

This job posting was last updated on 8/30/2025

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