Remote Private Client Risk Advisor for HNW Families

The Jonus Group; New York (NY); A distancia; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work opportunities

Descripción de la vacante

The Jonus Group is seeking a knowledgeable Private Client Risk Manager to support a growing private client practice serving high-net-worth individuals. You will advise on exposures, develop insurance and risk management strategies, and leverage personal lines expertise in a consultative, client-focused approach.

This role offers remote work opportunities and the chance to contribute to a national private client practice, collaborating with Account Executives, producers, and carrier partners to

Formación

• Active P&C license required.
• Experience in a retail insurance brokerage, preferably personal lines or risk management.
• Experience working with high-net-worth individuals or family offices preferred.
• Strong understanding of personal insurance products, coverage structures and risk management principles.
• Ability to work remotely and communicate clearly.

Responsabilidades

• Develop and maintain trusted relationships with high-net-worth individuals and families, gaining a thorough understanding of their assets, exposures, and insurance needs.
• Conduct comprehensive coverage reviews to identify potential gaps and recommend customized insurance and risk management solutions.
• Evaluate complex personal insurance exposures, including high-value homes, automobiles, fine art, collections, watercraft, and other valuable assets.
• Collaborate with Account Executives, Producers, and insurance carrier partners to develop and implement effective client strategies.
• Support renewal planning, account reviews, and client meetings to ensure appropriate coverage and continued client satisfaction.
• Provide guidance and assistance during claims and other complex or time-sensitive insurance matters.
• Stay informed about insurance market trends, carrier offerings, and emerging risks affecting affluent clients.
• Deliver exceptional, high-touch client service while maintaining strong professional relationships.
• Contribute to the growth and development of the private client practice through collaboration and strategic client advisory services.

Conocimientos

Relationship-building

Client service

Communication

Adaptability

Descripción del empleo

The Jonus Group is seeking a knowledgeable Private Client Risk Manager to support a growing private client practice serving high-net-worth individuals. You will advise on exposures, develop insurance and risk management strategies, and leverage personal lines expertise in a consultative, client-focused approach.

This role offers remote work opportunities and the chance to contribute to a national private client practice, collaborating with Account Executives, producers, and carrier partners to