Vice President, Private Client Practice Leader

Virtus • Overland Park, KS

16d

About The Position

The Vice President, Private Client Practice Leader is a senior leadership role responsible for managing major Private Client clients and leading a Private Client, Client Success Unit. This individual drives operational excellence, elevates team performance, and collaborates closely with Practice Leadership and Producers to accelerate growth across high-net-worth individuals, ultra HNW families, family offices, multistate personal asset portfolios, and complex lifestyle-driven risk profiles.
At scale, this role will transition to full people leadership, managing direct reports exclusively.

This is a role for someone who wants both command and accountability — and the autonomy to build a best‑in‑class practice within a growing national platform.

Requirements

• 5–10+ years commercial insurance experience with proven Private Client specialization.
• Direct experience leading, coaching, or managing within a brokerage environment.
• Deep technical understanding of high-value homeowners, auto, valuables, umbrella, family office structures and personal cyber.
• Strong negotiation skills and ability to build connection quickly.
• Proficient with modern systems, workflows, insurance platforms and Microsoft 365.
• Exceptional communication skills including public speaking and executive presentation.
• Bachelor’s degree preferred; CPCU or related designations strongly preferred.
• Active Property & Casualty license.

Nice To Haves

• Expertise in complex Private Client programs, alternative risk, captives, aggregate deductibles, and other diverse structures.
• Experience leading large multi‑stakeholder engagements at scale.
• Proven track record of team performance improvement and operational excellence.
• Prior Unit Manager, Client Service Leader, or similar leadership experience at a top brokerage.

Responsibilities

• Lead and mentor a full Private Client, Client Success Unit (AEs, AMs).
• Set the standard for service excellence, technical accuracy, and client experience.
• Conduct workflow reviews, renewal readiness checks, and quality audits.
• Optimize workload distribution and team capacity planning.
• Deliver real time coaching, formal evaluations, and individualized development plans.
• Recruit and retain top performers; support succession and bench strength.
• Serve as senior point of escalation for client issues, carrier obstacles, or process bottlenecks.
• Maintain compliance with all internal systems, documentation, and licensing standards.
• Lead weekly or bi-weekly alignment meetings with the team focused on performance, renewal excellence and career progression.
• Collaborate with Practice Leadership on service model evolution, operational strategy, and staffing structure.
• Participate in leadership meetings and support practice level forecasting and financial planning.
• Lead cross functional improvements to drive efficiency and scalable growth.
• Influence key stakeholders and help roll out new workflows and service innovations.
• Reinforce One Virtus—building cohesion, alignment, and shared accountability.
• Manage a personal portfolio of upper‑middle‑market Commercial Private Client accounts until a certain Book scale is reached, then exclusively manage the Unit team members.
• Lead the creation of service plans, risk strategies, coverage structures, renewal timelines, and stewardship reports.
• Gain deep knowledge of each client’s business model, risk profile, priorities, and strategic objectives.
• Provide executive‑level guidance to clients on risk management, loss prevention, market conditions, and insurance strategy.
• Explain complex Private Client–related insurance concepts such as: multi‑state and multi‑residence property schedules, high‑value home reconstruction valuation, luxury and exotic vehicle programs, water damage, wildfire, and CAT‑risk mitigation, art, jewelry, and collectibles scheduling, family office structures and entity ownership considerations, excess liability / umbrella tower structuring, domestic staff liability & employment exposures.
• Maintain high retention and growth across assigned accounts.
• Provide technical oversight across the unit’s broader portfolio, ensuring coverage accuracy and strategic alignment.
• Review and approve marketing strategies, submissions, proposals, and deliverables before they reach clients. Ensure delivery meets Virtus standards for quality, accuracy, and documentation.
• Strengthen carrier and wholesaler partnerships and utilize market insights to drive strong outcomes.
• Monitor industry trends specific to Private Client (inflationary reconstruction costs, CAT market tightening, carrier appetite changes in higher-risk geographies, evolving personal cyber threats, demand for lifestyle-based risk prevention) and translate insights into client strategies.
• Own unit KPIs: retention, renewal discipline, file quality, service plans, client satisfaction.
• Support practice profitability through revenue execution, margin discipline, and cross‑sell strategies.
• Ensure timely, precise completion of all renewals, endorsements, certificates, audits, and communications.
• Support producers in strategic planning and new business opportunities.

Benefits

• Market-leading compensation and bonus programs
• 401(k)
• Health, dental, and vision
• Unlimited PTO
• Continuous professional development
• An entrepreneurial culture where great ideas become reality

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees