Practice Leader-Private Client/Personal Lines

Private Client Practice Leader

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.

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.

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