Remote Family Office Risk Advisor

Ladders; United States; Teletrabalho; USD 125 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Ongoing education access

Industry forums participation

Autonomy in portfolio management

Resumo da oferta

Ladders is seeking a remote Family Office Executive, Private Risk to advise sophisticated family-office clients on tailored risk strategies. You will partner with internal specialists, external advisors, and carriers to protect wealth and legacy.

You will influence underwriting approaches and design creative coverage solutions for complex exposures, conducting quarterly reviews and coordinating cross-team efforts to deliver holistic protection.

Qualificações

• Bachelor's degree in business, finance, risk management, or related field.
• 6-8 years of Private Risk or high net worth insurance brokerage experience.
• Active Property & Casualty license or willingness to obtain within 90 days.
• Designations such as CPCU, ARM, CPRIA, or CAPI preferred.
• Knowledge of multiple coverage lines beyond personal lines.

Responsabilidades

• Serve as primary contact for family-office clients, managing complex risk portfolios.
• Partner with advisors to design holistic risk-management solutions.
• Participate in education and industry forums to stay current on trends.
• Collaborate with insurers to develop creative coverage solutions.
• Conduct quarterly meetings to review coverage and present tailored recommendations.
• Oversee complex agency-bill accounts, ensuring accuracy and compliance.
• Coordinate internal teams across Private Risk, Claims, and specialty units.

Conhecimentos

Client relationship management

Risk assessment

Communication

Formação académica

Bachelor's degree in business/finance/risk management

CPCU

ARM

CPRIA

CAPI

Property & Casualty license

Ferramentas

Property & Casualty license

Descrição da oferta de emprego

Ladders is seeking a remote Family Office Executive, Private Risk to advise sophisticated family-office clients on tailored risk strategies. You will partner with internal specialists, external advisors, and carriers to protect wealth and legacy.

You will influence underwriting approaches and design creative coverage solutions for complex exposures, conducting quarterly reviews and coordinating cross-team efforts to deliver holistic protection.