President, Private Client Personal Lines Insurance - Remote

Only for registered members Remote, United States

2 days ago

Default job background
$150,000 - $200,000 (USD) per year
Job Title · President – Private Client Personal Lines · Position Summary · The President of the Private Client Personal Lines is responsible for the day-to-day leadership, management, and performance of the firm's private client personal lines business serving high-net-worth and ...
Job description

Job Title

President – Private Client Personal Lines

Position Summary

The President of the Private Client Personal Lines is responsible for the day-to-day leadership, management, and performance of the firm's private client personal lines business serving high-net-worth and ultra-high-net-worth clients. Reporting directly to the Founding Partner, this role is focused on operating the agency at a high level—ensuring consistent service execution, financial performance, team effectiveness, and strong carrier and partner relationships.

The President plays a key role in maintaining trusted relationships with centers of influence (COIs) and supporting client retention and referral continuity through exceptional execution and relationship stewardship.

This is a remote role.

Key Responsibilities

Agency Operations & Execution

  • Lead the daily operations of the private client personal lines agency, ensuring consistent, disciplined execution across service, underwriting, renewals, and claims advocacy.
     
  • Establish, document, and enforce operational standards, workflows, and service expectations.
     
  • Ensure efficient handling of endorsements, billing coordination, renewals, and complex service needs.
     
  • Oversee compliance with regulatory requirements, carrier guidelines, and internal policies.
     

    • Financial & Performance Management

  • Maintain responsibility for the operating performance and profitability of the private client personal lines business.
     
  • Monitor and manage key operating metrics including retention, account profitability, service turnaround times, renewal execution, and staffing capacity.
     
  • Identify operational risks or inefficiencies and implement practical solutions to improve outcomes.
     
  • Support budgeting, forecasting, and reporting for the business unit.
     

    • Client Service & Retention

  • Ensure delivery of a consistent, high-touch service model appropriate for sophisticated private clients.
     
  • Serve as senior escalation point for complex client, coverage, or claims matters.
     
  • Maintain selective involvement with key client relationships to support retention and confidence.
     
  • Promote proactive renewal reviews and coverage stewardship across the book of business.
     

    • Team Leadership & Development

  • Lead, manage, and hold accountable private client advisors, account executives, and service teams.
     
  • Recruit, develop, and retain high-caliber talent with strong technical and service capabilities.
     
  • Establish clear performance expectations and provide ongoing coaching and feedback.
     
  • Build operational depth and succession planning for critical roles.
     

    • Carrier & Market Management

  • Manage ongoing carrier relationships with a focus on underwriting execution, service quality, and issue resolution.
     
  • Ensure appropriate carrier placement, coverage quality, and adherence to underwriting standards.
     
  • Monitor carrier performance, appetite alignment, and portfolio results.
     
  • Coordinate with carriers on claims trends, service matters, and operational initiatives.
     

    • Centers of Influence (COI) Relationship Stewardship

  • Maintain and strengthen existing relationships with key centers of influence, including wealth advisors, family offices, attorneys, and other trusted partners.
     
  • Support COIs through reliable execution, responsiveness, and thoughtful problem-solving rather than active business development.
     
  • Participate in joint client discussions or reviews as needed to reinforce trust and continuity.
     
  • Serve as an operational and technical resource to COIs in complex client situations.
     

    • Qualifications

    Experience

  • 12+ years of experience in personal lines insurance, with significant focus on high-net-worth or private client business.
     
  • Proven experience operating and leading a personal lines agency or division.
     
  • Strong background managing teams, workflows, and service-intensive client relationships.
     

    • Skills & Competencies

  • Deep technical expertise in complex personal insurance programs (high-value homes, autos, collections, excess liability, specialty risks).
     
  • Strong operational judgment and financial acumen.
     
  • Ability to balance service excellence with operational discipline.
     
  • Clear, credible communicator with clients, partners, and internal teams.
     
  • Comfortable handling escalated matters with discretion and professionalism.
     

    • Education & Licensing

  • Active state insurance licenses required.
     
  • Preferred professional designations:
     
  • CPRIA
     
  • CPCU, CIC, CRM, or equivalent
     

    • Personal Attributes

  • Execution-focused, detail-oriented leader
     
  • Trusted partner to ownership, clients, and COIs
     
  • Calm, steady presence in complex situations
     
  • High integrity and strong professional judgment
     

    • Reporting Relationship

  • Reports to: Founding Partner

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