Insurance Professional
1 week ago
Capstone Search Group is seeking an experienced Insurance Professional to join their team as a Personal Lines Specialist. This role involves servicing a portfolio of personal lines home and auto business placed through multiple insurance companies.
Key Responsibilities:
- Process policy changes, additions, billing, claims status, and renewals.
- Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery.
- Assist with account rounding by making recommendations to current clients to update and enhance their policies.
Requirements:
- At least three years of insurance experience servicing personal lines policies (home and auto).
- Exposure to working with private client group accounts and companies that specialize in these risks is preferred.
- Active state insurance license is required.
Company Overview:
Capstone Search Group is an insurance recruiting firm that offers creative staffing solutions for the insurance industry. Our goal is to help insurance organizations identify, attract, and retain experienced talent that impacts immediate openings and promotes future growth.
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