Senior Private Client Insurance & Risk Advisor

Risk Strategies Company; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Great Place to Work certification

Focus on Environmental, Social, and Governance issues

Job summary

A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including 3-5 years focused on family office clients. Responsibilities include conducting needs assessments, creating tailored insurance strategies, and collaborating with various advisors. Strong communication and relationship-building skills are essential. The firm offers competitive compensation and a supportive work environment.

Qualifications

• Minimum of 7-10 years of experience in the insurance industry.
• At least 3-5 years specifically serving high-net-worth or family office clients.
• Active Property & Casualty and Life & Health insurance licenses are required.

Responsibilities

• Develop and maintain relationships with high-net-worth individuals.
• Conduct needs assessments to identify risks and exposures.
• Design customized insurance portfolios for clients.

Skills

Relationship Building

Needs Assessment

Risk Mitigation

Communication Skills

Analytical Skills

Client Advocacy

Education

Bachelor's degree in Finance, Business Administration, Economics

MBA or professional designation (e.g., CFP, CLU, CPCU)

Tools

CRM Software

Microsoft Office Suite

Job description

A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including 3-5 years focused on family office clients. Responsibilities include conducting needs assessments, creating tailored insurance strategies, and collaborating with various advisors. Strong communication and relationship-building skills are essential. The firm offers competitive compensation and a supportive work environment.