Client Service Executive Insurance Job

San Francisco, CA

 

Insurance Job Description

Our client is a retail agency focused exclusively on catering to high net worth clients.  They are subject matter experts able to introduce risk management solutions to protect personal assets for the wealthy.  This company has integrated their sales and service teams in a way that commercially driven agencies are not able to match. The San Francisco office is an important part of their strategic expansion and they've achieved national success from this existing office. They seek an experienced customer service professional to fully integrate with the client on service and marketing needs for new business and renewals.  Other matters include coverage updates, billing questions, renewal information gathering, and policy issuance. 

Client Service Executive Qualifications

  • You must hold a bachelor's degree

  • Prior experience can be with an insurance carrier or retail insurance agency working directly in customer service/account management for wealthy and ultra high net worth clients

  • The coverage lines that lead you to service those affluent relationships can be as a commercial account executive or commercial lines account manager if you don't offer direct experience with personal lines products

  • Otherwise candidates with direct personal lines experience should have relationships with AIG, Fireman's Fund, Chubb, or other high net worth carriers

Please contact Scott Thompson for immediate confidential consideration and additional details. If you would like to submit your resume for this insurance job, please click HERE and attach your resume as a Microsoft Word document.

Capstone Insurance Search Group is a search firm dedicated to the insurance industry. We work nationally with expertise that spans top executives, middle management and technical level positions. We can provide assistance with a variety of product lines to include Property and Casualty, Life, Health, Disability, Annuity and Pension. We will provide you with a service that is of the highest degree of confidentiality, professionalism and integrity.