Senior Client Executive - Personal Lines - Westchester County NY

Westchester County, New York
$60-140k plus benefits pkg
Sep 29, 2016
Nov 28, 2016
Job Type
Full Time

As the Senior Client Executive...

  • You will immediately step into a higher level personal lines account management role with this regional insurance agency in Westchester County.
  • You will directly engage with affluent clients on in-force policies as well as identify risk exposures covered through policy enhancements and add on’s.  This is not a sales role. You will not have new business revenue goals.
  • You must be knowledgeable on homeowners, auto and umbrella policies to effectively re-market and re-assign middle market cases as needed partnering closely with private client carriers like Chubb and PURE.
  • Your focus is to retain and service clients in a high touch, consultative manner.


About the Agency

A recipient of numerous Best Practices awards, this firm has a rich history as an independent agency serving Westchester County and the greater Tri-State area.  They invest in state of the art technology and service a diverse group of corporate business clientele which has led to significant growth in the personal risk management division.


Capstone Search Group is a national search firm dedicated to the insurance industry. We are business partners to insurance organizations on staffing related projects. We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

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