Job Description

Key Responsibilities:

• Client Relationship Management: Act as the senior relationship manager for a portfolio of high net worth clients, delivering tailored insurance and risk management strategies that protect complex and unique personal assets.
• Strategic Program Oversight: Design, implement, and evolve sophisticated insurance programs that align with the distinct needs of affluent individuals and families.
• Leadership & Team Development: Provide vision, guidance, and day-to-day leadership. Foster a culture of excellence, collaboration, and continuous professional growth.
• Cross-Functional Collaboration: Partner with internal stakeholders, including department managers and senior leadership, to ensure alignment and a seamless client experience.
• Continuous Improvement: Monitor industry developments, market shifts, and best practices to enhance service offerings, boost retention, and maintain our competitive edge.

Qualifications:

• Bachelor's degree in Business, Finance, Risk Management, or related field
• Proven leadership experience 
• Strong knowledge of insurance products, markets, and high net worth risk management
• Demonstrated ability to inspire and lead teams while driving results
• Exceptional communication, negotiation, and interpersonal skills
• A strategic mindset with the ability to build lasting client relationships and navigate complex service needs

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