Family Office Executive, Private Risk
Core
Strategic expert delivering bespoke insurance solutions and risk management strategies for multi-generational family offices.
Role type
Senior IC Private Risk Executive
Builds
Bespoke insurance programs and integrated risk solutions for UHNW family offices
Domain
Insurance / Private Risk / High Net Worth
Deliverable
client delivery
Required skills
Complex account strategy, Specialty lines product knowledge, Carrier & market relations, Exposure identification, Account management & stewardship, Problem-solving
Preferred skills
Advanced industry designations (CPCU, ARM, CPRIA, CAPI), Experience with bespoke insurance programs for UHNW clients
Technologies
Agency management systems, Microsoft Office Suite
Responsibilities
Manage highly complex risk portfolios for family-office clients, Design holistic risk-management solutions, Collaborate with insurance carriers to develop creative solutions for unique exposures, Conduct quarterly client meetings to review coverage and identify emerging risks, Oversee complex agency-bill accounts ensuring compliance, Coordinate internal efforts across Private Risk, Claims, and specialty teams
Seniority
Senior, hands-on IC