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Personal Lines Account Manager - Private Client Accounts MNN7814

Capstone Search Group Chicago, IL
  • Expired: 7 days ago. Applications are no longer accepted.

About the Role
Personal Lines Insurance Job in downtown Chicago- As a Personal Lines Account Manager- Private Client Accounts, you’ll join an independent agency’s High Net Worth division. Growing, and at capacity with current accounts, they need your help with day-to-day administration of accounts. You’ll support producers and a senior client manager. This is a mid-level position that offers a challenging step forward if you want to work on more affluent accounts. The company also offers a great private company culture if you want to leave behind the national broker politics without sacrificing account complexity.

Duties & Responsibilities

  • Gather information from clients to help with renewal preparation and remarketing/placement
  • Rate and quote through online carrier platforms
  • Deliver quotes to clients; compile information, paperwork and small presentation materials
  • Handle daily service requests (ID cards, COI, and endorsements)

Skills & Experience
To be considered for this role you must offer:

  • Service exposure with private client group homeowners, auto, and umbrella as a CSR or Account Manager
  • Be familiar with policies, underwriting review and quoting business with Chubb, AIG, and PURE
  • Comfortable with data entry in an agency management system; can work in Excel to prepare premium/loss summaries

Compensation & Perks
$55k-$65k in salary

Capstone Search Group

Why Work Here?

Capstone Search Group is a national search firm dedicated to the insurance industry.

Capstone Search Group is a national search firm dedicated to the insurance industry. We are business partners to insurance organizations on staffing related projects. We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.


Chicago, IL