Commercial Insurance Portfolio Specialist

3 days ago


Birmingham, Alabama, United States Capstone Search Group Full time
Job Summary

We are seeking a seasoned Commercial Insurance Portfolio Specialist to manage our clients' accounts and develop new business opportunities. As a key member of our team, you will provide comprehensive risk management solutions and exceptional customer service.

  • Location: Multiple cities across the US.
  • Experience: Minimum five years in a similar Commercial P&C agency client manager role.
  • Responsibilities:

Responsibilities include:

  • Marketing and placement activities, including new and renewal account analysis and preparation of presentations and proposals.
  • Serving as the primary point of contact for clients' ongoing questions and account management needs.
  • Collaborating with internal teams to identify new business opportunities and develop growth strategies.

The successful candidate will have an active state insurance license and a strong understanding of the insurance industry, with a salary target starting at $75k+ (higher commensurate with experience).



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