Senior Account Manager, Ultra High Net Worth Private Client

The role

The Senior Account Manager manages sophisticated personal insurance and risk-management programs for high-net-worth and ultra-high-net-worth individuals and families. This role involves client service, technical coverage expertise, renewal strategy, market negotiation, and claims advocacy.

What you will do

• Manage all aspects of the client relationship and ongoing service for a portfolio of HNW and UHNW Private Client accounts.
• Conduct comprehensive annual exposure, coverage and limit reviews.
• Develop renewal strategy and lead remarketing.
• Evaluate policy forms, coverage terms, limits, deductibles, exclusions and enhancement opportunities.
• Coordinate complex, multi-policy personal insurance programs.
• Provide proactive claims counseling and advocacy.
• Handle sophisticated day-to-day service needs.
• Identify opportunities to strengthen client programs.
• Maintain strong working relationships with Private Client underwriters and carrier partners.
• Partner closely with producers, internal team members, family offices and outside advisors.

Required qualifications

• 8+ years of personal lines insurance experience, with a meaningful concentration in HNW/UHNW Private Client account management.
• Current applicable insurance license(s).
• Strong technical knowledge of personal property and casualty coverage and the ability to analyze complex policy language and coverage structures.
• Polished written and verbal communication skills and confidence interacting directly with UHNW clients, family offices, wealth managers, attorneys, accountants and business managers.
• Excellent judgment, organization, follow-through and attention to detail in a high-touch, fast-moving environment.
• Ability to work collaboratively across account management, production, claims and carrier relationships.
• Demonstrated experience with high-value and multiple residences, including coastal and catastrophe-exposed properties.
• Experience with California wildfire/brush and earthquake exposures.
• Knowledge of fine art, jewelry and other valuable collections; exotic and collector automobiles; yacht/watercraft; personal umbrella/excess liability; and builder’s risk/course of construction.
• Strong experience with leading Private Client carriers, particularly Chubb, PURE and AIG.

Nice to have

• Experience with Applied Systems and strong proficiency with Microsoft Office applications
• Sports & Entertainment Private Client experience
• additional high-value-home market experience

Benefits

• medical, vision, and dental
• 401(k) with company match
• company paid life insurance
• STD
• LTD
• generous PTO policy starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.