High Net Worth Market Development Lead

annexrisk.com • San Francisco, CA

3d

About The Position

Annex is a digital E&S wholesaler/MGA focused on catastrophe-exposed property insurance. We help retail agents place difficult homeowners risks through a fast, technology-enabled quote and bind experience. We are expanding our High Value Homeowners program and are looking for someone who can help us build credibility, deepen agent engagement, and grow submission volume in the higher-value property segment. This is not a traditional “relationship producer” role built around entertainment or a personal book of business. We are looking for someone who understands higher-value homeowners risks, can speak credibly with retail agents, and can help agents identify when Annex is the right market for a placement. Annex already has a large and growing agent base across homeowners and flood, which gives us a natural distribution path into higher-value homeowners opportunities. The ideal candidate likely comes from a private client, high-value homeowners, underwriting, wholesale brokerage, or specialty property background and wants to move into a more commercial, market-facing role.

Requirements

• Experience in private client, high-value homeowners, personal lines property, wholesale brokerage, underwriting, or specialty property insurance
• Strong understanding of how higher-value homeowners risks are placed, especially when admitted or traditional private client markets have limited appetite, cumbersome submission requirements, or slow turnaround times
• Ability to communicate clearly with retail agents and explain appetite, underwriting considerations, and placement strategy
• Commercial instincts and interest in moving into a more market-facing role
• Comfort working in a fast-moving, early-stage environment
• Strong judgment, follow-through, and ability to build trust with agents
• Interest in helping build a product and market presence, not just manage an existing book

Nice To Haves

• Experience with E&S homeowners, coastal property, wildfire, or catastrophe-exposed risks
• Prior underwriting or placement experience with private client / HNW property
• Existing relationships with retail agents, wholesalers, or private client teams
• Experience running agent trainings or market-facing product conversations

Responsibilities

• Drive awareness and adoption of Annex’s High Value Homeowners product among targeted retail agents and agency partners, both within Annex’s existing agent base and through new market development
• Help agents understand appetite, coverage fit, submission quality, and when to use Annex
• Build relationships with agents who regularly place higher-value or catastrophe-exposed homes
• Review incoming opportunities and help agents determine whether a risk is a good fit
• Partner with underwriting and technology teams to improve submission quality, reduce friction, and create a better agent experience
• Run product trainings, office hours, and targeted outreach for high-value homeowners producers
• Provide market feedback on pricing, appetite, competition, and agent needs
• Help develop agent-facing materials, talking points, and examples that make the product easier to understand and sell
• Work with the broader Annex team to shape the go-to-market strategy for High Value Homeowners

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed