Insurance Division Manager

Private Wealth Law Group•Salt Lake City, UT

2d•$85,000 - $105,000

About The Position

Private Wealth Insurance Group is seeking an experienced insurance professional to lead and grow its commercial and personal lines insurance division. The role works alongside Private Wealth Law Group and Private Wealth Tax Group to serve business owners, individuals, and families with a coordinated approach to protecting assets and planning for the future. Initially, the position focuses primarily on serving existing law firm clients by understanding their insurance needs, evaluating current coverage, preparing quotes, and helping them make informed decisions. As the division develops, the manager will also help build an independent client base through referrals, professional relationships, and business development. The role takes ownership of the insurance process, delivers a strong client experience, and establishes the foundation for a growing agency. Success involves providing thoughtful recommendations, clear presentations, and dependable service; following opportunities through to completion; proactively managing policies and renewals; and developing an organized, sustainable operation that can attract and retain its own clients.

Requirements

Active property and casualty insurance license.
Hands-on experience with both commercial and personal lines insurance.
Demonstrated proficiency with EZLynx, including quoting and client management.
Strong understanding of insurance coverage and ability to evaluate and explain policy differences.
Experience preparing and presenting insurance proposals directly to clients.
Ability to guide clients from an initial conversation through completed insurance placement.
Excellent communication, organization, and follow-through.
Ability to work independently, exercise sound judgment, and take ownership of results.

Nice To Haves

Experience serving business owners and high-net-worth individuals and families.
Experience addressing insurance needs involving multiple entities, rental properties, and substantial personal assets.
Experience building agency processes or helping grow an insurance book of business.
Experience collaborating with attorneys, accountants, or other professional advisers.

Responsibilities

Work with legal and tax teams to identify insurance opportunities among existing clients.
Meet with clients to understand their businesses, properties, personal assets, and insurance needs.
Review existing policies to identify coverage gaps, overlaps, and improvement opportunities.
Explain coverage options, limits, deductibles, exclusions, and pricing in clear terms.
Present quote comparisons and recommendations to clients.
Follow up with clients, answer questions, secure decisions, and place coverage.
Use EZLynx to manage client information, prepare applications, run quotes, and document activity.
Obtain and compare commercial and personal lines proposals from appropriate carriers.
Coordinate applications, underwriting requests, binding, policy issuance, and renewals.
Maintain accurate records and provide timely, responsive client service.
Develop productive relationships with carriers, underwriters, and other insurance partners.
Establish workflows for client intake, coverage reviews, quoting, follow-up, and renewals.
Manage opportunities from initial introduction through policy placement.
Track the division’s pipeline, production, retention, and service performance.
Collaborate with firm leadership to establish priorities and growth goals.
Build a consistent process for serving clients referred by legal and tax teams.
Generate new clients over time through referrals, professional relationships, and targeted business development.
Help identify staffing and operational needs as the division grows.