Key Responsibilities
Strategic Leadership
• Develop and execute the growth strategy for the Private Risk division.
• Lead the development of tailored insurance programs for HNW/UHNW clients.
• Collaborate with executive leadership to align private risk goals with firmwide objectives.
Client Management & Development
• Serve as the senior relationship manager for key private clients.
• Identify new opportunities through referrals, strategic partnerships, and networking.
• Maintain a high level of client service and retention through proactive risk assessments and personal engagement.
• Present renewal and new business proposals, ensuring accuracy and clarity in both written and verbal communications.
Carrier & Market Strategy
• Build and manage relationships with top-tier personal lines carriers.
• Negotiate favorable terms and ensure access to broad and competitive markets.
• Stay informed on emerging trends in personal risk and high-value insurance markets.
Compliance & Risk Oversight
• Ensure compliance with all regulatory and licensing requirements.
• Oversee risk review processes, underwriting submissions, and client documentation.
• Establish and maintain quality assurance and service standards across the department.
Qualifications
• Bachelor's degree in business, finance, or related field (MBA or advanced degree a plus).
• Minimum of 7–10 years of experience in personal lines insurance, with a focus on high-net-worth clients.
• Ability to work independently.
• Proven leadership and team-building experience.
• Deep knowledge of private risk carriers, products, and market practices.
• Exceptional interpersonal, negotiation, and relationship-building skills.
• Ability to think strategically and execute tactically.
• Licensed Property & Casualty Producer (or willingness to obtain quickly).
• Ability to work in all Microsoft office products (Word, Excel, Powerpoint).
• Experience working in Epic is preferred.
Compensation & Benefits
• Competitive salary + performance-based bonus structure.
• Comprehensive benefits package (medical, dental, 401(k), life, disability, paid vacation).
• Professional development support and continuing education opportunities.
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