About the Company
A leading global insurance brokerage with a dedicated practice that serves Family Offices and the multi-generational families behind them. The team designs tailored insurance and risk management programs for complex personal and family exposures, and it’s growing to keep up with demand.
The Role
You’ll be the main day-to-day contact for a portfolio of Family Office relationships. You’ll own complex private client programs from renewal through ongoing service and act as a consultative risk advisor to families and their advisors. You’ll work alongside relationship leaders, producers and practice leadership. Success is measured by client retention, relationship growth and the quality of service.
Key Responsibilities
- Serve as the lead day-to-day contact for assigned Family Office clients
- Manage renewals, marketing and ongoing service for complex personal insurance programs
- Deliver coverage recommendations and risk management guidance on high-value homes, collections, excess liability, auto, watercraft and aviation exposures
- Coordinate with Family Office executives, family members, outside advisors, carriers and internal specialists
- Run stewardship meetings, coverage reviews and client presentations
- Find opportunities to expand relationships with additional risk and advisory solutions
- Mentor and develop less experienced team members
Qualifications
- Active Property & Casualty license
- Proven track record managing complex insurance programs and high-touch client relationships
- Strong personal lines coverage knowledge, including high-net-worth risk strategies
- Excellent communication, presentation and relationship skills
- Proficiency with Microsoft Office and agency management systems
Preferred
- Experience serving Family Offices, ultra-high-net-worth or multi-generational families
- Bachelor’s degree
- Designations such as CPRIA, CIC, CRM, CPCU or CAPI
Compensation: Competitive
For additional information contact: Kerry O’Donnell at 443-977-1323 or kodonnell@rogangroup.com