Job Description

Private Client Risk Manager – High-Net-Worth

Job Summary

Seeking a knowledgeable and client-focused Private Client Risk Manager to support a growing private client insurance practice. This role focuses on advising high-net-worth individuals and families, identifying potential exposures, and developing comprehensive insurance and risk management strategies tailored to their needs.

The ideal candidate will have a strong background in personal lines insurance, excellent relationship-building skills, and a consultative approach to client service. Professionals with middle-market or standard personal lines experience who are interested in transitioning into high-net-worth insurance are encouraged to apply.

This position offers remote work opportunities and the ability to contribute to the continued growth of a national private client practice.

Responsibilities

• Develop and maintain trusted relationships with high-net-worth individuals and families, gaining a thorough understanding of their assets, exposures, and insurance needs.

• Conduct comprehensive coverage reviews to identify potential gaps and recommend customized insurance and risk management solutions.

• Evaluate complex personal insurance exposures, including high-value homes, automobiles, fine art, collections, watercraft, and other valuable assets.

• Collaborate with Account Executives, Producers, and insurance carrier partners to develop and implement effective client strategies.

• Support renewal planning, account reviews, and client meetings to ensure appropriate coverage and continued client satisfaction.

• Provide guidance and assistance during claims and other complex or time-sensitive insurance matters.

• Stay informed about insurance market trends, carrier offerings, and emerging risks affecting affluent clients.

• Deliver exceptional, high-touch client service while maintaining strong professional relationships.

• Contribute to the growth and development of the private client practice through collaboration and strategic client advisory services.

Qualifications/Requirements

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

• Previous experience in a retail insurance brokerage, preferably in personal lines insurance or risk management.

• Experience working with high-net-worth individuals, family offices, or specialized personal insurance exposures is preferred but not required.

• Candidates with middle-market or standard personal lines insurance experience are encouraged to apply.

• Strong understanding of personal insurance products, coverage structures, and risk management principles.

• Excellent communication, interpersonal, and relationship-building skills.

• Ability to assess complex insurance needs and clearly communicate coverage recommendations.

• Strong organizational skills, attention to detail, and sound professional judgment.

• Collaborative, service-oriented mindset with a commitment to delivering exceptional client experiences.

• Ability to work independently in a remote environment while collaborating effectively with internal teams and external partners.

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.

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