VP, Private Client Insurance

Neil Jesani Advisors, Inc.

United States

On-site

USD 180,000 - 220,000

Full time

14 days+

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Benefits offered by this job

Significant growth opportunities
Embedded cross-referral flow
Direct report authority from day one

Job summary

Neil Jesani Advisors, Inc. is seeking a Senior Personal Risk Advisor based in the United States to lead their private client P&C practice. This pivotal role involves advising ultra-high-net-worth individuals on personalized insurance needs and involves building a practice from the ground up, leveraging existing client relationships.

The ideal candidate will have over 15 years of personal lines experience, a proven track record in new business development, and existing carrier relationships. Competitive compensation includes a base of $200,000+ and uncapped production-based earnings.

Qualifications

  • 15+ years of personal lines P&C experience focused on HNW/UHNW clients.
  • Prior experience at a recognized private client platform.
  • Direct carrier relationships with UHNW markets are essential.

Responsibilities

  • Lead NJA’s private client P&C practice as the senior advisor.
  • Advise on coverage architecture and carrier selection.
  • Prospect and develop new client relationships actively.

Skills

Personal lines P&C experience
New business development
Carrier relationships
Trust structures knowledge

Education

Florida 2-20 license
CIC, CPCU, CRM, or CRMS designation

Job description

NJA is a multidisciplinary advisory firm serving 1,500+ ultra-high-net-worth individuals, families, and family offices across tax, legal, wealth management, and mid market business advisory. Our clients hold complex personal risk profiles — multi-property portfolios, fine art, jewelry, watercraft, aviation, exotic vehicles, and liability exposures that standard carriers cannot touch.

We handle every dimension of their financial lives. Insurance is the missing piece. This is a true business development role — you will grow a practice from the ground up, with a warm pipeline already in place and the full weight of NJA’s existing client relationships behind you. The existing book is your launch pad. Your own network, prospecting, and business development is what scales it.

What you’ll do
  • Lead NJA’s private client P&C practice as the firm’s senior personal risk advisor to UHNW individuals, families, and family offices
  • Advise on coverage architecture, carrier selection, and program design across all personal lines - high-value homes, fine art, jewelry, watercraft, aviation, exotic vehicles, umbrella, and specialty coverages
  • Actively prospect and develop new client relationships outside the NJA book - through your own network, referral partners, community presence, and direct outreach
  • Collaborate daily with NJA’s tax, legal, and wealth teams - identifying insurance needs arising from estate planning, real estate transactions, trust transfers, and major life events
  • Conduct coverage audits for new NJA clients, identifying gaps and delivering recommendations
  • Build and manage a team of account executives as the practice grows
  • Establish and maintain direct carrier appointments - Chubb, PURE, Vault, Berkley One, and comparable UHNW platforms
  • Own the practice P&L from day one
What we’re looking for
  • 15+ years of personal lines P&C experience, majority focused on HNW or UHNW clients
  • Demonstrated track record of new business development - you have built a book, not just managed one
  • Prior experience at a recognized private client platform — Marsh Private Client Services, Lockton, Gallagher, Alliant, HUB, Brown & Brown, USI, NFP, DeWitt Stern, or comparable boutique
  • Direct carrier relationships with Chubb Masterpiece, PURE, Vault, Berkley One, AIG Private Client Select, or comparable UHNW markets
  • Florida 2-20 license required; additional state licenses a strong plus (California and Metro New York client concentration)
  • Comfort advising in the context of trust structures, estate planning, LLC-held assets, and real estate transactions
  • A builder mentality - this is a founding role and that energizes you
Nice to have
  • CIC, CPCU, CRM, or CRMS designation
  • Experience placing aviation, watercraft, or fine art and collectibles for UHNW clients
  • Existing referral relationships with CPAs, estate attorneys, family office advisors, or private bankers
  • Portable book of HNW/UHNW personal lines clients
Compensation

Base salary of $200,000+, commensurate with experience. On-target earnings of $350,000–$450,000+, driven by new client production and renewal revenue from NJA’s existing book. Production-based compensation is uncapped above target. A compensation ramp is available during the initial build phase for the right candidate. Direct report authority from day one.

Why NJA
  • 1,500+ UHNW clients across California, Metro New York, and South Florida - a warm pipeline built by NJA’s tax, legal, and wealth teams before you arrive
  • Embedded cross-referral flow from colleagues already inside the client’s estate plans, real estate transactions, business events, and generational wealth transfers
  • Real founding authority - you hire the team, set the strategy, and own the outcome
  • A firm that competes on advisory depth and long-term relationships, not volume or renewal churn
  • Significant platform growth underway - new practice verticals, strategic hires, and an expanding national footprint

Direct applicants only. Agency and recruiter submissions will not be accepted.

Equal Opportunity Employer

Neil Jesani Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, or local law.

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