Director of Personal Lines Client Service Operations

1 week ago

Little Topar, Australia Capstone Search Group Full time

About the Role

100% remote insurance job opening for a senior leader with large scale retail agency experience to take on the role of Director of Personal Lines Client Service Operations. Part of a national insurance brokerage that’s in transformative growth, your role is multi‑faceted and focused in areas like operational efficiency, scalability, strategic growth, client service delivery, carrier partnerships, and revenue generation. This is a collaborative position that works in conjunction with internal and external partners, ensuring an innovative, best‑in‑class approach to client service.

Duties & Responsibilities

While your role is diverse and blends strategic and tactical elements, everything you hope to accomplish centers on setting a standard of client service excellence.

- Work with regional and executive leaders to build and support high‑performing service teams, ensuring enterprise‑wide consistency.

- Manage department operations, spearheading efforts for efficiency through integration with carrier partners, employee training and development in conjunction with Human Resources, and KPIs that help multiple levels of assessment and manage workflows and workloads for field offices.

- Participate in acquisition integration efforts to ensure continuity.

- Provide subject matter expertise on insurance trends and market conditions, offering insights for senior leaders on opportunities to position the agency competitively.

Skills & Experience

- Minimum 10‑12 years of property and casualty insurance industry experience with extensive knowledge of personal lines.

- Prior leadership experience overseeing client service operations, marketing, and carrier/vendor partnerships.

- Active insurance license.

Job Specs

Location: 100% remote within the Central Standard and Eastern Standard Time Zones. Expect monthly travel; sometimes more during peak seasons.

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