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 Description Job Description We are looking for a detail-oriented Estimator to join our client's team located in Landisville, PA. This role involves a mix of in-office estimating, administrative tasks, and office support. If you are proactive, organized, and have...
...Job Description Description Responsible for managing restaurant operations, in conjunction with or in the absence of the Restaurant... ...employees with quality and timely performance feedback. \n ASSISTANT RESTAURANT MANAGER \n - Guest Focus: Is passionate about...
...THIS POSITION IS FOR THE 2025-2026 SCHOOL YEAR Primary Purpose: To provide a safe and secure environment for students, staff, and visitors by monitoring school grounds, buildings, and activities; To promote compliance with safety protocols, support campus operations...
...an experienced and highly skilled Executive Assistant to support the Chief Executive Officer and Director of Advanced Planning at a multi family boutique Wealth Management... ...gatekeeper for their schedules Coordinate meetings, events, and engagements with a high level of...
We're looking for folks nationwide who are great at data entry, typing and customer service representatives. We offer a flexible work from home remote position that allows you to stay home with the family! The pay range is flexible from $25/ph to $41/ph Employment Type...