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Director – Strategic Relationships, Commercial Lines

Capstone Search Group, Los Angeles

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About the Role

An exciting career opportunity in the Los Angeles area for a senior insurance professional. As Director- Strategic Relationships, Commercial Lines, you’re responsible for account management, marketing, consultation, and relationship management for a sizable portfolio at a regional independent insurance agency.

Since many of these are legacy accounts with unique property and casualty risk management complexities, the ideal candidate offers in-depth technical insurance expertise, especially in vertical specialties like manufacturing, real estate, wholesale distribution, and technology, along with a comprehensive understanding of the brokering and placement process to be in the lead relationship management role with MGAs, brokers, and insurance companies.

Duties & Responsibilities

Keys to your success include:

  • Support the sales team with client management, consulting, and relationship building initiatives.
  • Provide training for new employees and act as a subject matter expert for others in client service, marketing, and as a buffer between the sales and account management teams.
  • Lead renewal marketing strategies working closely with standard and E&S market underwriters to gather submission information, review quotes, compile summaries and create proposals in a timely manner.
  • Work with team members to ensure client satisfaction. Address and resolve client issues pertaining to policy changes, billing, contract reviews, coverage analysis, and program recommendations.

Skills & Experience

  • Minimum ten (10) years of commercial property and casualty insurance experience with a substantial focus in client management, risk consulting, and marketing/brokering activities.
  • Able to assume a lead role managing the entire account life cycle: pre & post-renewal as well as client visits, presentations, and in-person reviews.
  • Active insurance license.

Tagged as: account executive, agency, broker, casualty, client service, commercial insurance, consultant, large accounts, marketing, property, Sales

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