Director of Personal Lines Client Service
2 weeks ago
About the Role
A highly sophisticated, extremely consultative brokerage, you’ll join an insurance organization with an excellent reputation nationally in private client personal lines. As Director of Personal Lines Client Service, your responsibilities include the overall client experience, staff oversight, and team development and productivity. You play a crucial role in supporting the agency’s growth and strategic vision. This is a highly collaborative position that works in conjunction with internal and external team members.
Duties & Responsibilities
While your role is multi-faceted and blends strategic and tactical elements, everything you hope to accomplish centers on setting a standard of client service excellence. Not only does this build trust and confidence between the agency and its clients, but it also elevates the team’s care and attention to detail in every step of the process.
- Oversee the personal lines client service experience
- Recruit, train, develop, and manage the client service team
- Optimize workflows to maximize efficiency and maintain a high quality of work
- Be a subject matter expert on private client personal lines insurance programs, market trends, underwriting appetites, risk exposures, and claims
- Personally service and maintain a modest book of existing accounts
- Liaise with key insurance company and vendor partners in collaboration with operations and executive leaders
Skills & Experience
- Strong high net worth personal lines insurance experience is required
- Successful tenure working for a retail insurance agency in private client personal lines client service
- Minimum two (2) years of supervisory/leadership experience
Job Specs
The company has successfully built a blended workforce, employing both remote and in-office staff which offers flexibility on where you, as the leader, work from. Specifically, the company is open to considering remote individuals in the Eastern, Central, or Mountain Standard time zones. Based out of the Northeast, expect quarterly travel to their home office for team meetings, possibly more during different times of the year as needed.
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.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.-
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