High Net Worth Insurance Jobs in Ohio (NOW HIRING)

Description

Ready to take your high-net-worth insurance expertise and leadership experience to the next level?

At Kapnick, we believe exceptional client experiences begin with exceptional people. We are looking for a leader to build and grow our Private Client Practice, serving high-net-worth individuals and families through trusted relationships, personalized service, and thoughtful risk management solutions. This is a unique opportunity to make a lasting impact by developing a specialized team, strengthening strategic partnerships, and helping shape the future of a growing practice within a firm known for its culture, collaboration, and commitment to doing what's right for clients and colleagues alike.

Requirements

Position Summary

Kapnick is building a next-generation Personal Insurance Practice focused on serving high-net-worth individuals, business owners, and key executives. This is a leadership opportunity to design, build, and scale a premier Private Client offering within a well-established, growth-oriented firm.

This role is not about managing a traditional personal lines department-it is about creating a differentiated, referral-driven, relationship-centric business that delivers exceptional service to sophisticated clients.

You will lead the transformation of our Personal Insurance Practice into a high-performing Private Client business by:

Building a specialized team focused on high-net-worth families

Developing deep referral relationships with wealth managers and key executives

Elevating the client experience to a concierge-level standard

Driving profitable growth without reliance on traditional marketing or sales models

This is a unique opportunity to build something meaningful inside an established platform with strong internal referral access and leadership support.

Key Responsibilities

The essential functions include, but are not limited to the following:

Practice Leadership & Strategy

Execute and refine the Private Client vision

Build and lead Private Client and Retention teams

Establish structure, roles, compensation alignment, and accountability

Growth & Business Development

Develop a referral-driven growth engine

Build partnerships with wealth managers and internal executives

Drive consistent, high-quality new business flow

Client Experience

Create a best-in-class, high-touch service model

Expand services to family members

Ensure exceptional retention and satisfaction

Team Leadership

Build a culture of empowerment and accountability

Develop high-performing relationship managers

Foster cross-functional collaboration

Carrier & Partner Relationships

Strengthen carrier relationships

Align carrier strategy with client needs

Financial Performance

Own P&L for the practice

Meet or exceed growth and profitability targets

Drive operational efficiency

Other

Perform other duties as assigned that will ensure the smooth operation of the practice and guarantee top level customer service to our client base.

Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you.

Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies.

Regular and timely attendance is an essential function of the job.

Minimum Qualifications (Knowledge, Skills, and Abilities)

10+ years in personal insurance, including high net-worth segment

Valid P&C Insurance license: Required

Proven leadership experience

Strong carrier knowledge

Strong relationship builder

Strategic and execution-focused

High emotional intelligence

Proficient in Microsoft Suite (Word, Excel, Outlook, and PowerPoint

Ability to resolve problems independently.

Experience working with multiple carriers and rating systems.

Ability to work under pressure and deadlines.

Leadership Style

Empowering and collaborative

Enterprise-minded

Solutions-oriented

Culture-driven

This role is built on referrals, not cold sales. It is focused on relationships, not transactions. There is a strong internal client base. This is an opportunity to build a modern Private Client practice.