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.
...Job Title: Commercial Roofing Estimator Location: The Woodlands, TX Employment Type: Full-Time Job Summary: We are seeking a detail-oriented and experienced Commercial Roofing Estimator to join our team. The successful candidate will be responsible...
...are currently in a "remote" environment so candidate would be working from home. Essential Duties Demonstrates a constant sense of... ...insight and resolutions to our agents/affiliates via phone, chat, and email through our ticketing system Provide key stakeholders...
The Systems Installation Technician will be responsible for installing & servicing audiovisual systems. The Systems Installation Technician is essential for ensuring all infrastructure is installed according to plans and Project Manager instruction. Job Responsibilities...
Each year, the Red Cross responds to an average of more than 60,000 disasters, the vast majority of which are home fires. With our coalition partners, we are working to help reduce death and injuries from home fires in high-risk communities. With your participation, we...
Plum Paper, a division of Avery Products, is an e-commerce market leader in personalized planners and stationery based in Vista, CA. We are looking for a strategic Financial Manager and Procurement Leader who thrives in a growing, dynamic and unique environment that ...