Capstone Search Group
Vice President, Private Client Personal Lines Leader
Capstone Search Group, Chicago, Illinois, United States, 60290
About the Role
A progressive independent insurance broker has a unique leadership opportunity for an accomplished personal lines professional. As
Vice President, Private Client Personal Lines Leader , you set the strategic vision for the firm’s high net worth practice and lead the current team with passion, innovation, and a best-in-class approach to client service that you know is required to successfully consult with affluent clients on personal risk management.Duties & Responsibilities
An entrepreneurial organization, this role allows you the freedom to define the agency’s overarching vision for high-net-worth personal lines. Externally, you support sales and marketing efforts to identify prospective clients and utilize sales tools to identify cross-sell opportunities with the firm’s commercial and benefits divisions. You’ll work with existing clients offering subject matter expertise and stewardship to manage in-force programs.Behind-the-scenes, you support the account management teams, create efficiencies, maintain/expand carrier relationships, and participate in activities that build infrastructure to support a growing practice.Skills & Experience
Minimum (five) years of successful sales, marketing, and/or leadership within the private client personal lines insurance space
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A progressive independent insurance broker has a unique leadership opportunity for an accomplished personal lines professional. As
Vice President, Private Client Personal Lines Leader , you set the strategic vision for the firm’s high net worth practice and lead the current team with passion, innovation, and a best-in-class approach to client service that you know is required to successfully consult with affluent clients on personal risk management.Duties & Responsibilities
An entrepreneurial organization, this role allows you the freedom to define the agency’s overarching vision for high-net-worth personal lines. Externally, you support sales and marketing efforts to identify prospective clients and utilize sales tools to identify cross-sell opportunities with the firm’s commercial and benefits divisions. You’ll work with existing clients offering subject matter expertise and stewardship to manage in-force programs.Behind-the-scenes, you support the account management teams, create efficiencies, maintain/expand carrier relationships, and participate in activities that build infrastructure to support a growing practice.Skills & Experience
Minimum (five) years of successful sales, marketing, and/or leadership within the private client personal lines insurance space
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