Family Risk Advisor & Protection Strategist

World Insurance Associates LLC; Boston (MA); On-site; USD 50,000 - 80,000; Full time

Job summary

World Insurance Associates LLC is seeking a Senior Family Risk Specialist in the Boston, MA area. The role focuses on evaluating personal risk exposures, recommending tailored protection across home, auto and umbrella lines, and building long‑term client relationships.

The specialist conducts discovery conversations, analyzes coverage gaps, and works with carriers to propose integrated solutions. It requires 3–5 years in personal lines or risk advisory, applicable licensing, and strong

Qualifications

• Ability to conduct discovery conversations to assess client needs.
• Ability to analyze client risk exposures and coverage gaps.
• Ability to explain coverage options, limits, and tradeoffs clearly.

Responsibilities

• Conduct comprehensive discovery conversations to understand client assets, exposures and needs.
• Assess risk profiles and identify coverage gaps and exposure trends.
• Develop and recommend home/auto/umbrella packages aligned with client risk and budget.
• Guide clients through proposal, selection and implementation with ongoing relationship management.
• Maintain documentation of findings, recommendations and client decisions.

Skills

Personal lines insurance

Consultative sales

Risk advisory

Relationship building

Analytical skills

Communication skills

Licensing: Property & Casualty

Education

High school diploma

Bachelor's degree preferred

Job description

World Insurance Associates LLC is seeking a Senior Family Risk Specialist in the Boston, MA area. The role focuses on evaluating personal risk exposures, recommending tailored protection across home, auto and umbrella lines, and building long‑term client relationships.

The specialist conducts discovery conversations, analyzes coverage gaps, and works with carriers to propose integrated solutions. It requires 3–5 years in personal lines or risk advisory, applicable licensing, and strong