Overview In this role you will lead the nationwide HNW Personal Lines book, driving growth, retention, and profitability while shaping a scalable operating model. You will partner with cross-functional leaders to boost new business, keep client retention high, and expand advisor productivity across regions and channels. The position combines strategic vision with hands-on execution to optimize the portfolio and align products with market opportunities. This role offers the chance to influence market strategy, carrier relationships, and the customer experience at scale.
Compensation / Benefits- comprehensive medical, dental, and vision
- life and disability insurance
- fertility benefits
- wellness resources and EAP
- 401(k) with immediate vesting
- HSA and FSA options
Responsibilities- Own P&L and set performance targets by segment, region, and advisor; drive growth and retention through disciplined execution
- Define and implement the national growth strategy, pursuing new client acquisition, market/territory expansion, and channel development
- Lead HNW client advisors, improve new business production, retention, and productivity; establish KPI discipline and coaching
- Identify and recruit top-tier HNW talent; build onboarding, training, and ongoing coaching programs
- Own book optimization beyond advisor-driven production; address underpenetrated segments and aging books
- Design and execute cross-sell and coverage expansion initiatives across the HNW base; partner with other lines of business
- Establish standardized metrics, reporting, and leadership routines; monitor pipeline health, conversion, and revenue per client
- Collaborate with market and carrier leadership to ensure competitive product offerings and strong market access
- Work with operations, placement, and service teams to enable scalable service while preserving client experience
Key requirements- 15+ years in insurance/financial services or related advisory areas with depth in HNW Personal Lines
- Proven track record in growth, retention, profitability, and performance across large Personal Lines or private client portfolios
- Strong sales leadership experience including direct advisor management, coaching, KPI development, pipeline management, and accountability
- Deep understanding of HNW market dynamics, underwriting appetite, and coverage complexity
- Experience building talent pipelines and onboarding/coaching programs for producers/advisors
- Ability to leverage data and metrics to diagnose gaps, drive action, and inform strategy
- Executive presence with ability to influence across multiple functions (sales, operations, carrier, marketing, digital)
- Bachelor's degree preferred; equivalent leadership experience considered
- collaboration across functions
- strong communication and coaching
- data-driven decision making
- data analysis and interpretation
- performance metrics and KPI tracking
- pipeline management and forecasting
