High Net Worth Personal Lines Account Manager (10318)
Capstone Search Group
Job Description
Job Description
About the Role
As High Net Worth Personal Lines Account Manager , you join an established service team that is growing and at capacity with current accounts. This position offers a challenging step forward with an emphasis on private client insured. Here are additional job specs:
- Agency: An award winning agency recognized for ways it gives back to the community and supports employees with building great insurance careers, this role is part of a large high net worth personal lines division that has a legacy of service excellence.
- Responsibilities: Service existing personal lines accounts (home, auto, etc.). Prepare renewals and remarket quotes as needed with standard and private client group personal lines markets.
- Schedule: Hybrid work schedule with work-from-home option available after the initial training/new hire onboarding period.
Skills & Experience
To be considered for this role you must offer:
- At least 3-5 years of personal lines client service experience with significant exposure to private client accounts with knowledge of processes, policies, coverage, and exclusions work for specific insurance companies that cater to affluent clients.
- Active state insurance license.
Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). 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.
Company Description
Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). 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.
$150k - $175k
...As an Account Executive, you will own the full sales cycle, from qualifying... ...a consultative approach to solve high-stakes reputation and crisis management challenges. You will sell comprehensive... ..., business owners, and high-net-worth individuals, driving the next stage...High net worthBase plus commissionRemote workFlexible hours- ...Director / Partner A nationally recognized accounting firm is actively seeking a Director or... ..., provide strategic tax planning to high-net-worth individuals and closely held entities,... ...environment. Key Responsibilities Oversee and manage all aspects of multiple client...High net worthPrivate practiceLocal area
$65k - $95k
...Description Private Client Insurance Account Manager Job Summary Seeking a... ...a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional... ...candidate will have a proven track record in personal lines insurance, a strong understanding of...High net worthWork at office- ...Benchmark Insurance Group of Texas is seeking an experienced Personal Lines Account Manager to oversee their own, already established, book of... ...professionalism. Duties and Responsibilities: Deliver a high level of personal attention to prospective and existing...SuggestedFull timeWork at officeFlexible hours
- ...by a committed group of long-term capital partners, including high-net-worth individuals and smaller institutional investors, and invests... ...for flexibility, speed of execution, and strong alignment with management. CANDIDATE PROFILE We seek a passionate, committed...High net worthFlexible hours
- ...strategic solutions in accounting, assurance, tax,... .... We offer a high-performing yet balanced... ...development and personal well-being go hand... ...relationships. By managing responsibilities... ...engagements, including high-net-worth individuals, multi... ...across service lines—such as assurance,...High net worthLocal area
- ...Personal Lines Insurance Account Manager Position Summary: The Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships...
- ...Personal Lines Insurance Senior Account Manager Position Summary: The Personal Lines Insurance Senior Account Manager will be responsible for managing client's current insurance coverages, marketing new and renewal business, and rounding out client accounts. In addition...
$45k - $55k
Leavitt Group Texas Select in Houston, TX is looking for a Personal Lines Account Manager for their busy office. In this position you will be responsible for the following. This position will provide support to the customer and internal sales staff on all Personal Lines...Work at office- ...Victory Agency is hiring a Licensed Personal Lines Account Manager in Houston, TX. We are looking for... ...deliver a consistent, professional, and high-touch client experience What we are... ...candidates can message me directly or send a resume to ****@*****.***.net....
$105.38k - $215.38k
...enjoys building trusted relationships with high-net-worth individuals, families, and their... ..., or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be... ...collaborative environment focused on accountability, quality, and growth.Delivery leadership...High net worthWork at officeLocal area- ...role is ideal for a highly motivated... ...relationships within the high net worth (HNW) community.... ...tailored risk management and insurance solutions... ...partners in all lines of insurance and... ...private client book of personal lines clients. An... ...revenue per account, c) acceptable retention...High net worthFull time
- ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...insurance planning.A Tax Manager, Private Client... ...degree, required; major in Accounting, Finance, Economics, or... ...specialists and other business lines to increase cross...High net worthPrivate practiceWork at office
- Job Summary:The Partnership Manager, Tax is responsible for providing tax and consulting... ...and working together to serve our high net worth clients with timely responses to their... ...Abilities:Education:Bachelors degree in Accounting or other relevant field, required Masters...High net worthWork at office
$200k - $300k
...ExperienceWeaver is a full-service national accounting, advisory, and consulting... .... Our goal is to balance high development with high... ...and planning services to high-net-worth individual clients and privately... ...fieldProven ability to manage, mentor, and develop staffStrong...High net worthImmediate startFlexible hours- Job Summary:The Senior Tax Manager is responsible for providing... ...knowledge of taxation related to personal income, estate and gift tax... ...together to serve our high net worth clients with timely responses... ...degree, required; major in Accounting, Finance, Economics or Statistics...High net worthWork at office
- Frost Insurance Agency is hiring a Personal Lines Account Manager in Texas to market, service, and support Producers and Account Executives. You will analyze quotes, review policies, and handle policy service while expanding assigned accounts. The role requires at least...Work at office
$126.1k - $253k
...empowers you to thrive both personally and professionally.... ...like RSM.Our Ultra High Net Worth Multi-Generational Families... .... As a Tax Senior Manager, you will be... ...areas as well as across line of business to build client... ...:Bachelor’s degree in accounting or business-related fieldCPA...High net worthFull timeWork experience placementInternshipLocal area- ...EisnerAmper is seeking a Tax Manager to join the Private... ...and fastest growing accounting and advisory firms in... ...held businesses and high net worth individuals with the solutions... ...-growing service lines at our firm, we try to... ...operational and personal dynamics.??About EisnerAmper...High net worthTemporary workPrivate practiceWork at officeLocal area
$150k - $250k
...FIA Personal Lines Account Manager It's about supporting people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level...- ...largest and fastest growing accounting and advisory firms in... ...the flexibility to manage your days in support... ...closely held businesses and high net worth individuals with the... ...-growing service lines at our firm, we try to... ...unique operational and personal dynamics. About EisnerAmper...High net worthTemporary workLocal area
$91k - $321.5k
...Preparation Advisor Senior Manager you will guide private tax preparation... ...and compliance work for high-net-worth individuals and privately... ...tax legislation, tax accounting, and tax research into practical... ...01k, holiday pay, vacation, personal and family sick leave, and more...High net worthFull timeH1b$186.64k - $279.96k
...occasional external customers. Accountable for significant direct... ...Responsible for handling staff management issues, including resource... ...needs of over 10,000 ultra-high net worth clients around the world.... ...ethical judgment regarding personal behavior, conduct and business...High net worthFull timeLocal area- ...estates and has top partners who enjoy mentoring. In addition, the trust and estates/ wealth preservation group focuses on complex, high net-worth planning. Heavy client interaction is involved so strong written and verbal communication is essential.This is an ideal...High net worth
- ...for our clients, with highly experienced bankers who... ...offices in Austin, Fort Worth, Houston, Richardson, Plano... ...and portfolio management. Primarily responsible... ...portfolios, brokerage accounts, deposit and loan / mortgage... ...to affluent or high net worth individuals or families...High net worthImmediate startDay shift
$165k - $200k
...We're looking for a board-certified or highly experienced family law litigator who takes... ...step in as the go-to attorney when our managing attorney is away. Your judgment will shape... ...mindset Bonus points • High-net-worth property division or QDRO experience •...High net worthWork at office- ...will be required to create an account (or sign in with an existing account... ...products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance,... ...Delivers object and sound personal financial planning and advisory...High net worthLocal area
- ...Tactical Absolute Return and Managed Investment Solutions, which... ...available through separate accounts, The Westwood Funds family of... ...financial well-being, delivering personalized, high-touch service with... ...organization ~ Experience with High Net-Worth and/or Ultra High Net-Worth...High net worthWork at officeImmediate startVisa sponsorship
$95.4k - $180.4k
...empowers you to thrive both personally and professionally.... ...the goals of ultra-high net worth families with our... ...and integrated Cross-Line of Business services,... ...family education, risk management, privacy/data... ...Bachelor’s degree in accounting or business-related field...High net worthFull timeWork experience placementInternshipWork at officeLocal area$100k - $145k
...we’ve built a strong reputation for delivering strategic, results-driven representation across complex family law matters—from high net worth divorce and custody disputes to probate, employment-related issues, and litigation. Our team takes a collaborative, client-first...High net worthPermanent employmentFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Personal Lines Account Manager (10318). Be the first to apply!
- hvac account manager Houston, TX
- account manager inside sales Houston, TX
- account director Houston, TX
- industrial account manager Houston, TX
- account manager outside sales Houston, TX
- real estate accounting manager Houston, TX
- senior digital account manager Houston, TX
- customer accounts manager Houston, TX
- account service manager Houston, TX
- outsourced accounting manager Houston, TX




