SunEnergy1

Insurance Manager (Family Office/ Personal)

Stamford, CT

full time

On-site

Utilities

About This Job

Position Summary:

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.

Key Responsibilities:

•

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.

Qualifications:

•

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.

Preferred Certifications:

•

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

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About This Job

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Preferred Certifications:

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