Description:
Ready to take your high-net-worth insurance expertise and leadership experience to the next level?
At Kapnick, we believe exceptional client experiences begin with exceptional people. We are looking for a leader to build and grow our Private Client Practice, serving high-net-worth individuals and families through trusted relationships, personalized service, and thoughtful risk management solutions. This is a unique opportunity to make a lasting impact by developing a specialized team, strengthening strategic partnerships, and helping shape the future of a growing practice within a firm known for its culture, collaboration, and commitment to doing what's right for clients and colleagues alike.
Requirements:
Kapnick is building a next-generation Personal Insurance Practice focused on serving high-net-worth individuals, business owners, and key executives. This is a leadership opportunity to design, build, and scale a premier Private Client offering within a well-established, growth-oriented firm.
This role is not about managing a traditional personal lines department—it is about creating a differentiated, referral-driven, relationship-centric business that delivers exceptional service to sophisticated clients.
You will lead the transformation of our Personal Insurance Practice into a high-performing Private Client business by:
- Building a specialized team focused on high-net-worth families
- Developing deep referral relationships with wealth managers and key executives
- Elevating the client experience to a concierge-level standard
- Driving profitable growth without reliance on traditional marketing or sales models
This is a unique opportunity to build something meaningful inside an established platform with strong internal referral access and leadership support.
Key Responsibilities
The essential functions include, but are not limited to the following:
Practice Leadership & Strategy
- Execute and refine the Private Client vision
- Build and lead Private Client and Retention teams
- Establish structure, roles, compensation alignment, and accountability
Growth & Business Development
- Develop a referral-driven growth engine
- Build partnerships with wealth managers and internal executives
- Drive consistent, high-quality new business flow
Client Experience
- Create a best-in-class, high-touch service model
- Expand services to family members
- Ensure exceptional retention and satisfaction
Team Leadership
- Build a culture of empowerment and accountability
- Develop high-performing relationship managers
- Foster cross-functional collaboration
Carrier & Partner Relationships
- Strengthen carrier relationships
- Align carrier strategy with client needs
Financial Performance
- Own P&L for the practice
- Meet or exceed growth and profitability targets
- Drive operational efficiency
Other
- Perform other duties as assigned that will ensure the smooth operation of the practice and guarantee top level customer service to our client base.
- Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you.
- Offer innovation and process improvements where possible to help with agency-wide improvements and efficiencies.
- Regular and timely attendance is an essential function of the job.
- 10+ years in personal insurance, including high net-worth segment
- Valid P&C Insurance license: Required
- Proven leadership experience
- Strong carrier knowledge
- Strong relationship builder
- Strategic and execution-focused
- High emotional intelligence
- Proficient in Microsoft Suite (Word, Excel, Outlook, and PowerPoint
- Ability to resolve problems independently.
- Experience working with multiple carriers and rating systems.
- Ability to work under pressure and deadlines.
Leadership Style
- Empowering and collaborative
- Enterprise-minded
- Solutions-oriented
- Culture-driven
This role is built on referrals, not cold sales. It is focused on relationships, not transactions. There is a strong internal client base. This is an opportunity to build a modern Private Client practice.
