Top 30998 Private client group Jobs

Supervisor - Private Client Group (Personal Lines)
Insurance Office of America, Inc. —Longwood, FL
- $85,000 - $100,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
7d
Travel Planning Specialist
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Middle East LP Client Coverage: Fixed Income & Private Markets Capital Introduction Group
Morgan Stanley —New York, NY
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Project Expedition —New York, NY
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Lifebulb —Remote
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- Entry level
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Associate, Private Equity, Goods & Products
Partners Group —Broomfield, CO
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- Mid-level
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Registered Nurse Case Manager looking for clients
A1 Care Management —Remote
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8d
Scott Dunn Private - Private Relationship Travel Manager - Dallas, TX
Scott Dunn —Dallas, TX
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- Full-time
- 5 years
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Associate, Private Equity, Special Opportunities Group (Summer 2027 Start - San Francisco)
GIC Group —San Francisco, CA
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Shorts Travel Management —Waterloo, IA
- $18 - $20 an hour
- Overtime
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- Microsoft Excel
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8d
Telephone Sales Rep - Outbound
FLS Connect —Keller, TX
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- High school diploma or GED
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Reception & Workplace Experience Coordinator
Thinking Machines —San Francisco, CA
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Licensed Clinical Social Worker
Headway —New York, NY
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- Choose your own hours
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Mental Health Therapist (LCSW, LPC, LMFT)
Mindful Therapy Group —Colorado Springs, CO
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- Flexible schedule
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14d
Attorney
Tully Rinckey —Syracuse, NY
- $120,000 - $200,000 a year
- Full-time
- Mid-level
- Office
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Licensed Clinical Social Worker
Headway —New York State
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Attorney
Tully Rinckey —Albany, NY
- $120,000 - $200,000 a year
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Attorney
Tully Rinckey —Rochester, NY
- $120,000 - $200,000 a year
- Full-time
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Attorney
Tully Rinckey —Buffalo, NY
- $120,000 - $200,000 a year
- Full-time
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Licensed Clinical Social Worker
Headway —Queens, NY
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Supervisor - Private Client Group (Personal Lines)

Insurance Office of America, Inc. -
Longwood, FL

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Job Details

Full-time
$85,000 - $100,000 a year
7 days ago

Benefits

Paid holidays
Health insurance
401(k) matching

Qualifications

Customer communication
High school diploma or GED
Account management experience

Full Job Description

Job Description:

Title: Private Client Group Supervisor – Personal Lines

Work Mode: Fully remote for candidates able to work EST/CST shift | Experience: Quoting & Binding High Net Worth or Private Client Group Personal Lines Policies. Supervisory experience. Valid active licensing.

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role: The Private Client Group Supervisor is responsible for overseeing the daily operations of the Private Client Group team while maintaining a small book of business and ensuring exceptional client service. This role drives operational efficiency, team performance, and service excellence through leadership, coaching, process improvement, and collaboration with Personal Lines leadership. The Supervisor serves as a key resource for complex personal lines matters, supports employee development, and ensures team objectives align with departmental and organizational goals.

Key Responsibilities:

Account Management: Manage a small book of business while meeting all performance expectations for production, quality, and client service.

Team Leadership: Direct day-to-day activities and workflow of assigned team members, ensuring efficient workload distribution and service continuity.

Performance Management: Monitor team productivity, quality, and service standards; identify performance trends and provide coaching and development support.

Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional development to strengthen team capabilities and engagement.

Talent Acquisition Support: Participate in candidate interviews and provide hiring recommendations to support team growth and staffing needs.

Operational Collaboration: Partner with Personal Lines leadership to address process, service, quality, and personnel challenges while developing effective solutions.

Communication & Reporting: Maintain frequent and transparent communication regarding team performance, priorities, and operational activities with leadership.

Process Improvement: Identify, recommend, and implement best practices and operational improvements to enhance team and department effectiveness.

Compliance & Standards: Ensure adherence to core work processes, company policies, regulatory requirements, and operational standards.

Resource Management: Manage team scheduling and staffing considerations to support service goals and business continuity.

Client Service Excellence: Support the resolution of escalated client service issues and serve as a resource for complex personal lines matters.

Technical Expertise: Maintain advanced personal lines knowledge and provide guidance on industry trends, carrier requirements, and coverage solutions.

Carrier & Internal Relationships: Develop productive relationships with carriers, leadership, and internal teams to support service excellence and operational success.

Leadership Development: Continuously enhance leadership and management skills through professional development and participation in organizational initiatives.

Champion IOA core values and demonstrate integrity and leadership.

Ideal Candidate Qualifications:

7+ years of insurance industry experience with broad personal lines knowledge

4+ years of insurance leadership, supervisory, or management experience

3+ years of Personal Lines experience preferred

Advanced insurance account management and client service skills

All required active insurance licensing

Strong leadership, coaching, and team development capabilities

Exceptional customer service, communication, and relationship management skills

Excellent organizational, multitasking, and decision-making abilities

Ability to manage high work volumes with accuracy and attention to detail

Proficiency in Microsoft Office applications (Outlook, Word, Excel)

College degree preferred; High School Diploma (or equivalent) required

Exceptional personal character, professionalism, and integrity

What We Offer:

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Professional growth and career progression opportunities

Respectful culture and work/family life balance

Community service commitment

Supportive teammates and a rewarding work environment

What to Expect (Application Process):

30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $85,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Quick Apply

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Supervisor - Private Client Group (Personal Lines)

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