Private Client Risk Manager — High-Net-Worth

Location: Remote across the Northeast, with an immediate focus on New York. Opportunities may also be available in Florida, California, Texas, and the Chicago area. Pennsylvania arrangements may vary.

About the role

A growing retail insurance brokerage is expanding its national private client practice. We’re seeking a P&C-licensed Risk Manager to advise high-net-worth individuals and families, helping them identify exposures and develop thoughtful, comprehensive insurance and risk-management strategies.

Candidates with middle-market or standard personal-lines experience who are ready to grow into private client work are encouraged to apply.

What you’ll do

What you’ll bring

Experience with high-net-worth households, family offices, or fine art and collections is a plus. Relevant middle-market or standard personal-lines experience is also welcome.

The opportunity

Help grow a national private client practice, beginning with New York and the Northeast and expanding into priority markets including Florida, California, Texas, and Chicago. Work alongside account executives and producers to deliver coordinated, high-touch service to clients.

#LI-JL1

Private Client Account Executive — High-Net-Worth

Location: Remote opportunities across the Northeast, with an immediate focus on New York. Candidates in Florida, California, Texas, and the Chicago area are also encouraged to apply. Pennsylvania arrangements may vary.

About the role

A growing retail insurance brokerage is expanding its national private client practice, with a focus on serving high-net-worth individuals and families. We’re seeking a P&C-licensed Account Executive who delivers thoughtful, responsive service and is interested in supporting complex personal insurance accounts.

Candidates with middle-market or standard personal-lines experience who are ready to grow into private client work are encouraged to apply.

What you’ll do

What you’ll bring

Experience with high-net-worth clients, family offices, or fine art coverage is a plus, but not required.

Why consider this opportunity

Join a growing team building private client capabilities nationally, with an immediate emphasis on New York and the Northeast and additional priority markets in Florida, California, Texas, and Chicago. The role offers an opportunity to develop your private client expertise while working alongside producers and risk managers.

#LI-JL1

Private Client Producer — High-Net-Worth

Location: Remote; candidates based in New York or elsewhere in the Northeast are encouraged to apply. Additional priority markets include Florida, California, Texas, and Chicago.

About the role

We’re seeking a relationship-driven producer to grow a national private client practice focused on high-net-worth individuals and families. The immediate priority is developing business in New York and the Northeast, while contributing to expansion in key markets across the country.

Responsibilities

Qualifications

Experience with family offices or fine art coverage is a plus. Candidates with middle-market or standard personal-lines experience who are ready to build into private client business are also encouraged to apply.

Compensation and growth

Competitive compensation will reflect experience and production. Producers will receive equity through a Management Incentive Plan (MIP), subject to plan terms.

#LI-JL1

Liability Claims Manager

#LI-MW1

 #LI-PR1

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial insurance coverage.

Responsibilities include but are not limited to:

• Servicing a large, established book of business
• Preparing proposals, policy summaries and reviews
• Reviewing applications and contracts for accuracy
• Handling new and renewal business
• Working with multiple carriers, both admitted and non-admitted
• Retention for all accounts assigned

The ideal candidate will have the following qualifications:

• Deep understanding of multiple lines of commercial coverage
• Prior experience in a client facing role, building and maintaining relationships 
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues
• Experience working in an independent brokerage setting.
• Must carry an active P&C license.

Compensation Package:

• Compensation: Between $65K-$85K (depending on experience) + commission opportunities.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-IP1

Ultra-High-Net-Worth Personal Lines Account Executive

Job Summary

We are seeking a seasoned Ultra-High-Net-Worth (UHNW) Personal Lines Account Executive to join a prestigious insurance brokerage. This role involves managing and servicing a sophisticated portfolio of affluent and ultra-affluent clients, delivering exceptional white-glove service, and providing customized insurance solutions.

The ideal candidate will have extensive experience handling complex personal insurance portfolios, including accounts generating $25,000 or more in annual revenue. This is a unique opportunity for a professional who thrives in a relationship-driven environment and understands the expectations of an exclusive clientele.

Compensation Package

• Competitive Salary: No upper limit for the right candidate.
• Comprehensive benefits package, including health insurance and more.
• Opportunities for professional growth and development within a highly respected organization.

Responsibilities

• Manage and service a portfolio of high-net-worth and ultra-high-net-worth personal insurance accounts.
• Handle sophisticated client accounts, including those generating $25,000+ in annual revenue per account.
• Serve as the primary point of contact for clients, delivering exceptional white-glove service and personalized insurance solutions.
• Oversee complex personal insurance portfolios, including luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles.
• Conduct comprehensive coverage reviews, identify potential gaps, and recommend appropriate risk management strategies.
• Manage the full renewal process, including coverage analysis, remarketing, carrier negotiations, and client presentations.
• Develop and maintain strong relationships with clients, carrier underwriters, wealth advisors, family offices, and other professional partners.
• Negotiate with leading high-net-worth insurance carriers to secure competitive pricing, comprehensive coverage, and favorable policy terms.
• Coordinate policy endorsements, coverage changes, new business submissions, and complex account servicing needs.
• Provide claims advocacy and coordinate with carriers to ensure a seamless client experience.
• Proactively identify opportunities to enhance coverage, strengthen client relationships, and improve account retention.
• Maintain accurate client documentation and account records within the agency management system.

Qualifications/Requirements

• 7+ years of Personal Lines insurance experience, with a strong focus on high-net-worth and ultra-high-net-worth clientele.
• Proven experience managing individual client accounts generating at least $25,000 in annual agency revenue.
• Strong knowledge of luxury residential properties, high-value automobiles, umbrella/excess liability, fine art, jewelry, and other specialized personal insurance exposures.
• Experience working with premier Private Client insurance carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Berkley One, and Vault.
• Familiarity with the New York City and Tri-State high-net-worth insurance marketplace.
• Experience servicing sophisticated clients with multiple properties, substantial assets, and complex coverage requirements.
• Excellent communication, relationship management, organizational, and problem-solving skills.
• Ability to independently manage a portfolio while delivering exceptional client service.
• Active Property & Casualty insurance license.

#LI-TM1

Senior Workers’ Compensation Claims Adjuster

Job Summary

Seeking a highly skilled and experienced Senior Workers’ Compensation Claims Adjuster to join a team. This role involves handling workers’ compensation claims of medium complexity and severity, including litigated files. The ideal candidate will possess strong litigation skills, jurisdictional expertise, and the ability to work collaboratively with internal and external stakeholders. This position offers the flexibility of a hybrid work environment (onsite Tuesdays and Wednesdays) if located near one of our office locations, or the option to work 100% remotely.

Compensation Package

• Hourly Rate: $40-$45/hour
• Employment Type: Temp-to-Hire
• Start Date: Immediate

Responsibilities

• Investigate and analyze workers’ compensation claims of medium complexity/severity, including litigated files, to ensure proper resolution.
• Collaborate and communicate effectively with agents, policyholders, and internal stakeholders.
• Review and interpret commercial insurance policies to determine coverage and compensability.
• Develop and execute proactive plans of action to conclude claims, evaluate damages, and negotiate settlements.
• Establish and maintain accurate reserves to reflect financial exposure.
• Engage and manage external resources as needed while monitoring and controlling associated costs.
• Collaborate with legal counsel to manage litigated claims.
• Maintain compliance with jurisdictional requirements and company guidelines.

Qualifications/Requirements

• Education: Bachelor’s degree or equivalent combination of education and experience.
• Experience: Minimum of 3 years handling workers’ compensation indemnity claims of medium complexity/severity.
• Licensing: Must be licensed to handle claims in Arizona, Utah, Texas, and Colorado. Arizona certification is required.
• Technical Skills: Proficiency in Microsoft Office Suite; familiarity with Guidewire (Claims Center) is a plus.
• Certifications: AIC or SLA certification preferred.
• Skills: Strong analytical abilities, attention to detail, and excellent verbal and written communication skills.
• Equipment: Must have access to a personal computer.

#LI-BC1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing insurance organization. This role focuses on managing a generalist portfolio of commercial lines accounts while delivering exceptional client service and maintaining strong relationships. The ideal candidate will have a solid background in commercial lines insurance, a proactive approach to account management, and the ability to thrive in a collaborative, team-oriented environment.

Responsibilities

• Manage and service a generalist portfolio of commercial lines insurance accounts.

• Handle day-to-day account servicing, including policy changes, renewals, endorsements, and client inquiries.

• Identify opportunities for account rounding and cross-selling additional coverage.

• Build and maintain strong client relationships through responsive communication and proactive service.

• Collaborate with team members to ensure efficient account management and client satisfaction.

• Utilize Applied EPIC or other agency management software to maintain accurate client records and process transactions.

• Address client concerns and provide timely solutions to coverage and service needs.

• Maintain accuracy and attention to detail in all account management activities.

Qualifications/Requirements

• Licensure: Holds an active P&C (Property and Casualty) insurance license.

• Commercial lines insurance experience required, preferably less than five years.

• Experience with Applied EPIC and Erie Insurance preferred.

• Strong organizational skills and attention to detail.

• Excellent communication and client relationship management abilities.

• Proactive approach to problem-solving and client servicing.

• Ability to work effectively in a collaborative, team-oriented environment.

• Comfortable managing multiple priorities in a fast-paced environment.

• Willingness to work onsite during initial onboarding, with flexibility for potential hybrid or remote arrangements based on experience.

Compensation Package

• Salary Range: $60,000 – $80,000 annually, with flexibility based on experience and qualifications.

• Bonus Opportunities: Potential for discretionary annual bonuses.

• Benefits: Comprehensive benefits package available.

• Work Arrangement: Initially onsite, with potential for hybrid or remote flexibility based on experience and qualifications.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-KD1

Commercial Producer

Job Summary

Seeking a dynamic and results-driven Commercial Producer to join a team. This role is ideal for a seasoned professional with a proven track record in sales and business development. The Commercial Producer will be responsible for driving revenue growth, managing client relationships, and delivering exceptional service. This is a lucrative opportunity for individuals who are passionate about achieving success in a competitive and rewarding environment.

Compensation Package

We offer a competitive compensation package tailored to experience and performance levels:

• Entry-Level to Junior Licensed (3-7 years of experience):

  • Base Salary: $65,000 - $110,000
  • Book of Business (BoB): Not required
  • No sign-on bonus included

• Mid-Market (3-7 years of experience):

  • Base Salary: $110,000 - $180,000
  • BoB: $100,000 - $500,000
  • Sign-On Bonus: $5,000 - $25,000

• Senior-Level (7+ years of experience):

  • Base Salary: $200,000 - $250,000
  • BoB: $500,000+
  • Sign-On Bonus: $15,000 - $100,000

Additional Benefits:

• Lookback Bonus: Bill $500,000 and receive a bonus of $500,000, paid out over a specified period.
• Commission Structure: 40/25 (negotiable).
• Equity: Not available.

Responsibilities

• Develop and execute strategic business plans to achieve revenue targets.
• Build and maintain strong relationships with clients, ensuring their needs are met with tailored solutions.
• Identify and pursue new business opportunities to expand the client base.
• Collaborate with market leads and senior management to align sales strategies with company goals.
• Utilize software tools such as AMS260 and Salesforce to manage accounts and track performance.
• Stay informed about industry trends and market conditions to provide clients with expert advice.

Qualifications/Requirements

• Proven experience in a sales or business development role, with a focus on commercial accounts.
• 3-7+ years of experience in the industry, depending on the compensation tier.
• Strong understanding of general account types and client management.
• Proficiency in AMS260 and Salesforce software.
• Exceptional communication, negotiation, and interpersonal skills.
• Ability to work independently and as part of a team to achieve business objectives.
• A results-oriented mindset with a passion for exceeding targets.

#LI-TR2

Commercial Producer

Job Summary

Seeking a dynamic and results-driven Commercial Producer to join a team. This is an exciting opportunity for a seasoned professional to contribute to a growth and success. The ideal candidate will have a proven track record in commercial production, a strong understanding of general accounts, and the ability to develop and execute effective business strategies. This role offers a lucrative compensation plan and the chance to work with a team of experienced professionals in a thriving industry.

Compensation Package

We offer a competitive compensation structure based on experience and performance:

• Entry-Level to Junior Licensed (3-7 years of experience): $65,000 - $180,000 annually, with a book of business (BoB) ranging from $100K to $500K. Sign-on bonuses range from $5,000 to $25,000.
• Senior-Level (7+ years of experience): $200,000 - $250,000 annually, with a BoB of $500K. Sign-on bonuses range from $15,000 to $100,000.
• Additional Benefits:
  • Lookback Bonus: Bill $500K and receive a $500K bonus paid out over subsequent years.
  • Commission: Competitive structure at 40/25, with room for negotiation.

Responsibilities

• Develop and maintain strong relationships with clients, ensuring their needs are met with tailored solutions.
• Drive revenue growth by identifying and securing new business opportunities.
• Collaborate with market leads and senior management to align strategies and achieve business objectives.
• Utilize software tools such as AMS260 and Salesforce to manage accounts and track performance.
• Prepare and present business plans to demonstrate strategic approaches to achieving goals (optional but preferred).
• Stay informed about industry trends and best practices to maintain a competitive edge.

Qualifications/Requirements

• Experience:
  • Entry-Level to Junior Licensed: 3-7 years of experience in commercial production or a related field.
  • Senior-Level: 7+ years of experience with a proven track record of success in sales production.
• Licensure/Designations: Relevant certifications or licenses are preferred but not mandatory.
• Technical Skills: Proficiency in AMS260 and Salesforce software.
• Soft Skills: Strong communication, negotiation, and relationship-building abilities.
• Preferred Background: Candidates with experience at USI or similar organizations are highly desirable.

#LI-TR2