Senior Account Manager, Ultra High Net Worth Private Client

Foundation Risk Partners•Teaneck, NJ

About The Position

Foundation Risk Partners is seeking a Senior Account Manager for its Private Client practice, supporting high-net-worth and ultra-high-net-worth individuals and families. This senior, client-facing role manages sophisticated personal insurance and risk-management programs, combining attentive service with technical coverage expertise, proactive risk identification, renewal strategy, market negotiation, and claims advocacy. The position requires anticipating client needs and serving as a trusted resource for clients with complex assets and exposures, while collaborating with family offices and trusted advisors. The role manages a portfolio of Private Client accounts and coordinates complex, multi-policy programs that may cover multiple residences, automobiles, valuable collections, watercraft, excess liability, and specialty exposures. It includes conducting annual exposure and coverage reviews, developing renewal and remarketing strategies, evaluating policy terms, communicating recommendations, advocating for clients during claims, and providing responsive day-to-day policy service. The Senior Account Manager also works with producers, internal colleagues, underwriters, carrier partners, family offices, and outside advisors to deliver a coordinated client experience. The position is on the MSG team in the New York Metro Region. The estimated pay transparency range is $115,000–$125,000 USD; actual salary may vary based on factors including performance, location, and experience.

Requirements

At least 8 years of personal lines insurance experience, with meaningful experience managing HNW/UHNW Private Client accounts.
Current applicable insurance license(s).
Strong technical knowledge of personal property and casualty coverage and ability to analyze complex policy language and coverage structures.
Polished written and verbal communication skills and confidence interacting directly with UHNW clients and their advisors.
Excellent judgment, organization, follow-through, and attention to detail in a high-touch, fast-moving environment.
Ability to collaborate across account management, production, claims, and carrier relationships.
Demonstrated experience with high-value and multiple residences, including coastal and catastrophe-exposed properties.
Experience with California wildfire/brush and earthquake exposures.
Knowledge of fine art, jewelry and other valuable collections; exotic and collector automobiles; yacht/watercraft; personal umbrella/excess liability; and builder’s risk/course of construction.
Strong experience with leading Private Client carriers, particularly Chubb, PURE, and AIG.

Nice To Haves

Experience with Applied Systems and strong proficiency with Microsoft Office applications.
Sports & Entertainment Private Client experience.
Additional high-value-home market experience.

Responsibilities

Manage client relationships and ongoing service for a portfolio of HNW and UHNW Private Client accounts.
Conduct annual reviews of client exposures, coverage, limits, assets, lifestyle, and risk profile.
Develop renewal strategies and lead remarketing when appropriate, including preparing underwriting submissions and negotiating with current and alternative Private Client markets.
Evaluate policy forms, coverage terms, limits, deductibles, exclusions, and enhancement opportunities; clearly communicate recommendations to clients and their advisors.
Coordinate complex personal insurance programs involving multiple residences, automobiles, valuable collections, watercraft, excess liability, and specialty exposures.
Provide proactive claims counseling and advocacy, coordinating with carrier claims professionals and other advisors as appropriate.
Handle day-to-day service needs, including coverage changes, evidence of insurance, billing questions, and other policy matters.
Identify opportunities to strengthen client programs through additional coverage, higher limits, improved policy terms, or alternative risk-management solutions.
Maintain relationships with Private Client underwriters and carrier partners and represent clients in underwriting and coverage discussions.
Partner with producers, internal team members, family offices, and outside advisors to deliver a coordinated, high-touch client experience.