President, Private Client Personal Lines Insurance

Job Title

President – Private Client Personal Lines

Position Summary

The President of the Private Client Personal Lines is responsible for the day-to-day leadership, management, and performance of the firm’s private client personal lines business serving high-net-worth and ultra-high-net-worth clients. Reporting directly to the Founding Partner, this role is focused on operating the agency at a high level—ensuring consistent service execution, financial performance, team effectiveness, and strong carrier and partner relationships.

The President plays a key role in maintaining trusted relationships with centers of influence (COIs) and supporting client retention and referral continuity through exceptional execution and relationship stewardship.

Key Responsibilities

Agency Operations & Execution

• Lead the daily operations of the private client personal lines agency, ensuring consistent, disciplined execution across service, underwriting, renewals, and claims advocacy.
  
  
• Establish, document, and enforce operational standards, workflows, and service expectations.
  
  
• Ensure efficient handling of endorsements, billing coordination, renewals, and complex service needs.
  
  
• Oversee compliance with regulatory requirements, carrier guidelines, and internal policies.
  
  

Financial & Performance Management

• Maintain responsibility for the operating performance and profitability of the private client personal lines business.
  
  
• Monitor and manage key operating metrics including retention, account profitability, service turnaround times, renewal execution, and staffing capacity.
  
  
• Identify operational risks or inefficiencies and implement practical solutions to improve outcomes.
  
  
• Support budgeting, forecasting, and reporting for the business unit.
  
  

Client Service & Retention

• Ensure delivery of a consistent, high-touch service model appropriate for sophisticated private clients.
  
  
• Serve as senior escalation point for complex client, coverage, or claims matters.
  
  
• Maintain selective involvement with key client relationships to support retention and confidence.
  
  
• Promote proactive renewal reviews and coverage stewardship across the book of business.
  
  

Team Leadership & Development

• Lead, manage, and hold accountable private client advisors, account executives, and service teams.
  
  
• Recruit, develop, and retain high-caliber talent with strong technical and service capabilities.
  
  
• Establish clear performance expectations and provide ongoing coaching and feedback.
  
  
• Build operational depth and succession planning for critical roles.
  
  

Carrier & Market Management

• Manage ongoing carrier relationships with a focus on underwriting execution, service quality, and issue resolution.
  
  
• Ensure appropriate carrier placement, coverage quality, and adherence to underwriting standards.
  
  
• Monitor carrier performance, appetite alignment, and portfolio results.
  
  
• Coordinate with carriers on claims trends, service matters, and operational initiatives.
  
  

Centers of Influence (COI) Relationship Stewardship

• Maintain and strengthen existing relationships with key centers of influence, including wealth advisors, family offices, attorneys, and other trusted partners.
  
  
• Support COIs through reliable execution, responsiveness, and thoughtful problem-solving rather than active business development.
  
  
• Participate in joint client discussions or reviews as needed to reinforce trust and continuity.
  
  
• Serve as an operational and technical resource to COIs in complex client situations.
  
  

Qualifications

Experience

• 12+ years of experience in personal lines insurance, with significant focus on high-net-worth or private client business.
  
  
• Proven experience operating and leading a personal lines agency or division.
  
  
• Strong background managing teams, workflows, and service-intensive client relationships.
  
  

Skills & Competencies

• Deep technical expertise in complex personal insurance programs (high-value homes, autos, collections, excess liability, specialty risks).
  
  
• Strong operational judgment and financial acumen.
  
  
• Ability to balance service excellence with operational discipline.
  
  
• Clear, credible communicator with clients, partners, and internal teams.
  
  
• Comfortable handling escalated matters with discretion and professionalism.
  
  

Education & Licensing

• Active state insurance licenses required.
  
  
• Preferred professional designations:
  
  
  • CPRIA
    
    
  • CPCU, CIC, CRM, or equivalent
    
    

Personal Attributes

• Execution-focused, detail-oriented leader
  
  
• Trusted partner to ownership, clients, and COIs
  
  
• Calm, steady presence in complex situations
  
  
• High integrity and strong professional judgment
  
  

Reporting Relationship

• Reports to: Founding Partner