Family Office Executive, Private Risk

The Family Office Executive, Private Risk, serves as a recognized subject-matter expert dedicated to the largest and most complex multi-generational families within the Private Risk segment. The role provides strategic guidance and day-to-day service administration for bespoke insurance solutions, operating with significant autonomy. The Family Office Executive partners with clients, their advisors, and internal teams to deliver innovative risk-management strategies and an exceptional client experience, and influences carrier product development for unique exposures. Primary Responsibilities Serves as the primary point of contact for family-office clients, managing highly complex risk portfolios and ensuring seamless service delivery. Partners with advisors and internal business segments to design holistic risk-management solutions that address evolving family-office needs. Participates in family-office-focused education, forums, and industry groups to remain at the forefront of emerging trends and best practices. Collaborates with insurance carriers to develop creative solutions for unique and complex exposures, influencing product development and underwriting strategies. Conducts quarterly (or more frequent) client meetings to review coverage, identify new and emerging risks, and present tailored recommendations. Oversees complex agency-bill accounts, ensuring accuracy and simplicity for clients and maintaining compliance with regulatory requirements. Acts as a quarterback