Insurance Manager (Family Office/ Personal)

We are seeking a detail-oriented and proactive Insurance Manager to join our Finance team. This individual will be responsible for overseeing all insurance-related matters, including policy management, risk assessment, coverage analysis, claims coordination, and vendor relations. The ideal candidate has strong knowledge of personal and commercial insurance, excellent organizational skills, and a commitment to confidentiality.

• Evaluate and manage all insurance policies for the family and affiliated entities, including:

  • Personal property and casualty

  • Real estate (residential, commercial)

  • Vehicles (including collector or luxury)

  • Marine & Aircraft

  • Business-related coverage

• Conduct periodic risk assessments and recommend appropriate insurance coverage or adjustments.

• Serve as the primary liaison between the family office and insurance brokers, underwriters, and claims adjusters.

• Oversee policy renewals, premium payments, and timely submissions of claims or supporting documentation.

• Maintain accurate records of all insurance contracts, policy documents, certificates, and claims history.

• Monitor market conditions and trends to ensure optimal coverage and pricing.

• Coordinate appraisals and valuations as needed for insurance purposes.

• Collaborate with legal, accounting, and asset management teams to align risk management strategies with the family’s overall objectives.

• Provide regular updates and reporting to principals and leadership on insurance performance, coverage status, and risk outlook.

• Bachelor's degree in Business, Finance, Risk Management, or related field.

• 5+ years of experience in insurance, risk management, or a similar role—experience in a family office, private client services, or high-net-worth environment strongly preferred.

• Deep understanding of personal and commercial insurance products.

• Strong negotiation skills and vendor management experience.

• Excellent written and verbal communication abilities.

• High level of discretion and ability to handle confidential information.

• Proficient in Microsoft Excel and other insurance or financial software.

• ARM (Associate in Risk Management), CIC (Certified Insurance Counselor), or similar designation.