Property & Casualty Licensed Executive

Job Summary

A company is looking for a Family Office Executive, Private Risk - Insurance Advisory Solutions.

Key Responsibilities

• Serve as the primary point of contact for family office clients, managing complex risk portfolios
• Partner with advisors to design holistic risk management solutions for evolving family office needs
• Conduct client meetings to review coverage, identify new risks, and present tailored recommendations

Required Qualifications

• Bachelor's degree in business, finance, risk management, or related field preferred
• 6-8 years in Private Risk or High Net Worth insurance brokerage, with expertise in managing complex family office accounts
• Active Property & Casualty license (or ability to obtain within 90 days)
• Advanced industry designations (e.g., CPCU, ARM, CPRM) preferred