Remote
Hybrid
Insurance Manager (Family Office/ Personal)
Insurance Manager (Family Office/ Personal)
Stamford, CT
full timeOn-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:
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Evaluate and manage all insurance policies for the family and affiliated entities, including:
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Personal property and casualty
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Real estate (residential, commercial)
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Vehicles (including collector or luxury)
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Marine & Aircraft
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Business-related coverage
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Conduct periodic risk assessments and recommend appropriate insurance coverage or adjustments.
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Serve as the primary liaison between the family office and insurance brokers, underwriters, and claims adjusters.
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Oversee policy renewals, premium payments, and timely submissions of claims or supporting documentation.
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Maintain accurate records of all insurance contracts, policy documents, certificates, and claims history.
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Monitor market conditions and trends to ensure optimal coverage and pricing.
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Coordinate appraisals and valuations as needed for insurance purposes.
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Collaborate with legal, accounting, and asset management teams to align risk management strategies with the family’s overall objectives.
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Provide regular updates and reporting to principals and leadership on insurance performance, coverage status, and risk outlook.
Qualifications:
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Bachelor's degree in Business, Finance, Risk Management, or related field.
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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.
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Deep understanding of personal and commercial insurance products.
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Strong negotiation skills and vendor management experience.
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Excellent written and verbal communication abilities.
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High level of discretion and ability to handle confidential information.
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Proficient in Microsoft Excel and other insurance or financial software.
Preferred Certifications:
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ARM (Associate in Risk Management), CIC (Certified Insurance Counselor), or similar designation.