Key Responsibilities
Strategic Leadership
• Develop and execute the growth strategy for the Private Risk division.
• Lead the development of tailored insurance programs for HNW/UHNW clients.
• Collaborate with executive leadership to align private risk goals with firmwide objectives.
Client Management & Development
• Serve as the senior relationship manager for key private clients.
• Identify new opportunities through referrals, strategic partnerships, and networking.
• Maintain a high level of client service and retention through proactive risk assessments and personal engagement.
• Present renewal and new business proposals, ensuring accuracy and clarity in both written and verbal communications.
Carrier & Market Strategy
• Build and manage relationships with top-tier personal lines carriers.
• Negotiate favorable terms and ensure access to broad and competitive markets.
• Stay informed on emerging trends in personal risk and high-value insurance markets.
Compliance & Risk Oversight
• Ensure compliance with all regulatory and licensing requirements.
• Oversee risk review processes, underwriting submissions, and client documentation.
• Establish and maintain quality assurance and service standards across the department.
Qualifications
• Bachelor's degree in business, finance, or related field (MBA or advanced degree a plus).
• Minimum of 7–10 years of experience in personal lines insurance, with a focus on high-net-worth clients.
• Ability to work independently.
• Proven leadership and team-building experience.
• Deep knowledge of private risk carriers, products, and market practices.
• Exceptional interpersonal, negotiation, and relationship-building skills.
• Ability to think strategically and execute tactically.
• Licensed Property & Casualty Producer (or willingness to obtain quickly).
• Ability to work in all Microsoft office products (Word, Excel, Powerpoint).
• Experience working in Epic is preferred.
Compensation & Benefits
• Competitive salary + performance-based bonus structure.
• Comprehensive benefits package (medical, dental, 401(k), life, disability, paid vacation).
• Professional development support and continuing education opportunities.
...over 25 authoritative brands across diverse verticals, including entertainment, sports, technology, automotive, gaming, lifestyle and travel. Valnet is committed to producing premium content, and we therefore require all our contributors to adhere to our Editorial...
...quickly learning Procore ~ Ability to manage and prioritize tasks/projects with little supervision. JOB DESCRIPTION Insight Global is looking for a Assistant Project Manager for a large construction client. This APM will be Responsible for assistance in...
...orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and...
...PTO, 401K, Dining Perks Relocation Local candidates only A well-established upscale Italian restaurant is seeking a Sous Chef to help lead the culinary team. Qualifications: ~2+ years in a Sous Chef or comparable leadership role in fine dining or...
...Job Title: Trade Compliance Specialist Location: Miami, FL 33178 Duration: Direct Hire Payrate: $85K - $95K annually Shift : 1st shift (M-F 6:30am-3:00pm) Job description This role is responsible for the trade compliance process for simple to moderately...