Family Office Executive (Private Risk - Insurance Advisory Solutions)

TL;DR

Family Office Executive (Private Risk - Insurance Advisory Solutions): Provide strategic guidance and day-to-day service administration for bespoke insurance solutions for complex multi-generational family offices with an accent on holistic risk management, carrier collaboration, and integrated service delivery. Focus on managing highly complex risk portfolios, designing tailored coverage recommendations, and coordinating internal teams across Private Risk, claims, and specialty functions.

Location: Remote (US)

Company

Provide private risk insurance advisory and service administration for family offices.

What you will do

• Serve as primary point of contact for family office clients, managing complex risk portfolios and ensuring seamless service delivery.
• Partner with advisors and internal segments to design holistic risk management solutions aligned to evolving family office needs.
• Collaborate with insurance carriers to develop creative solutions for unique and complex exposures and influence underwriting/product development.
• Run quarterly (or more frequent) client meetings to review coverage, identify new risks, and present tailored recommendations.
• Oversee complex agency bill accounts, ensuring accuracy, simplicity, and regulatory compliance.
• Coordinate internal relationships across Private Risk, claims, and specialty teams to deliver integrated solutions.

Requirements

• Deep knowledge of multiple lines of coverage beyond HNW personal lines (e.g., property, liability, specialty risks).
• 6–8 years of Private Risk or High Net Worth insurance brokerage experience managing complex family office accounts.
• Active Property & Casualty license (or ability to obtain within 90 days).
• Strong consultative and relationship management skills to influence senior advisors and sophisticated clients.
• Excellent verbal and written communication skills for client presentations.
• Proficiency in Microsoft Office Suite and ability to learn agency management systems quickly.

Nice to have

• Advanced industry designations (e.g., CPCU, ARM, CPRM).
• Experience with bespoke insurance programs for UHNW clients.

Culture & Benefits

• Significant autonomy in delivering strategic guidance and day-to-day service administration.
• Client-facing role with opportunities to participate in family office education, forums, and industry groups.
• Collaboration across Private Risk, claims, and specialty teams to deliver integrated solutions.

Hiring process

• Apply directly via the career site; unsolicited resumes from other sources will not be considered.