Practice Leader Personal Lines Private Client

Overview

This is a leadership opportunity to design, build, and scale a premier Private Client offering within a well-established, growth-oriented firm. The 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.

Responsibilities

• Build a specialized team focused on high-net-worth families
• Develop deep referral relationships with wealth managers and key executives
• Elevate the client experience to a concierge-level standard
• Drive profitable growth without relying on traditional marketing or sales models

Requirements

• Proven track record in building and leading high-net-worth client relationships
• Experience in insurance or financial services
• Strong interpersonal and communication skills
• Ability to develop and maintain strategic partnerships
• Leadership experience in a similar role

Qualifications

• Bachelor’s degree in a relevant field
• Minimum 5 years of relevant work experience
• Passion for high-net-worth client service

Skills

• Exceptional client relationship management
• Strategic thinking and problem-solving
• Effective communication and negotiation skills
• Ability to build and manage a high-performing team

Benefits

• Competitive compensation package
• Flexible work schedule
• Professional development opportunities
• Collaborative and supportive work environment

Pay

Compensation is commensurate with experience.

Schedule

The position offers flexible working hours to accommodate the needs of both the individual and the client base.

Benefits

• Health insurance
• Retirement plans
• Employee assistance programs
• Professional development workshops

Company Culture

Kapnick is committed to fostering a culture of collaboration, integrity, and excellence. We value diversity and inclusion and strive to provide a supportive and empowering environment for all employees.