Insurance Industry Expert
1 week ago
Capstone Search Group, a leading insurance recruiting firm, is seeking an experienced Personal Lines Account Manager to join their team.
As a key member of our team, you will have the opportunity to work with top insurance companies and agencies, providing exceptional service to high net worth clients.
Responsibilities- Process policy changes, additions, billing, claims status, and renewals efficiently.
- 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 that will update and enhance their policies.
- At least three (3) years of experience servicing personal lines policies (home and auto).
- Exposure to working with private client group accounts and companies specializing in these risks is preferred.
- Active state insurance license is required.
The estimated salary for this role is $60,000 - $80,000 per year, depending on experience. The agency offers a hybrid schedule: 3 days/week in the office and 2 days/week work-from-home.
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