Family Office Executive – Private Risk

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for family-office clients, managing intricate risk portfolios and ensuring exceptional service delivery.

• Collaborate with advisors and internal business units to create comprehensive risk-management strategies.

• Engage in family-office-oriented education, forums, and industry associations.

• Work alongside insurance carriers to devise innovative solutions for unique and complex risks and influence product development and underwriting practices.

• Conduct quarterly or more frequent client meetings to assess coverage, identify emerging risks, and provide customized recommendations.

• Manage intricate agency-bill accounts while ensuring accuracy, simplicity, and adherence to regulatory standards.

• Foster internal relationships across Private Risk, Claims, and specialty teams to deliver cohesive solutions.

• Utilize data, analytics, and agency management systems to enhance portfolio insights and service quality.

• Develop long-term risk strategies for complex family-office accounts.

• Offer strategic advice and tailored solutions to sophisticated advisors and family audiences.

⛳️ Requirements

• Extensive knowledge of various lines of coverage beyond high-net-worth personal lines, including property, liability, and specialty risks.

• Strong consultative and relationship management abilities.

• Advanced problem-solving and critical thinking skills.

• Exceptional verbal and written communication skills; capable of presenting to sophisticated audiences.

• Proficient in Microsoft Office Suite and agency management systems.

• Quick learner of new platforms.

• Embodies the firm's core values and behaviors that align with its culture.

• Bachelor's degree in business, finance, risk management, or a related field is preferred, or equivalent combination of education and experience.

• 6–8 years of experience in Private Risk or High Net Worth insurance brokerage, with a proven track record of managing complex family-office accounts.

• Active Property & Casualty license as mandated by the relevant State Department of Insurance, or willingness and ability to acquire necessary licenses within the first 90 days of employment.

• Preferred advanced industry designations (e.g., CPCU, ARM, CPRIA, or CAPI).

• Experience with customized insurance programs for ultra-high-net-worth clients is preferred.

🏝️ Benefits

• Full-time employment.

• Opportunity to engage in family-office-centric education, forums, and industry groups.

• Access to advanced industry designations such as CPCU, ARM, CPRIA, or CAPI.