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Private Client Group Personal Lines Account Manager
Job in
Akron, Summit County, Ohio, 44329, USA
Listed on 2026-07-30
Listing for:
Capstone Search Group
Full Time
position Listed on 2026-07-30
Job specializations:
-
Insurance
Insurance Agent & Advisor, Insurance Sales
Job Description & How to Apply Below
About the Role
As Private Client Group Personal Lines Account Manager
, you join an independent insurance broker looking for someone with extensive high-net-worth personal lines expertise to help transform how they support and deliver client service to affluent clients.
A hybrid schedule is available.
Duties & ResponsibilitiesKeys to your success include:
- Ability to quickly 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
- Build and strengthen relationships with clients and internal stakeholders, helping the team achieve success through excellent retention, seeking out additional revenue opportunities, and improving service delivery.
- Several years of insurance experience servicing personal lines policies (home and auto) with a strong understanding of the full-cycle client service process, including remarketing; private client group expertise is required
- Independent agency experience is required
- State insurance license
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