Senior Account Manager, Ultra High Net Worth Private Client

Foundation Risk Partners•Teaneck, NJ

6h•$115,000 - $125,000

About The Position

Foundation Risk Partners is seeking a Senior Account Manager for its Ultra High Net Worth Private Client practice on the MSG team in the New York Metro Region. This senior, client-facing position manages sophisticated personal insurance and risk-management programs for high-net-worth and ultra-high-net-worth individuals and families. The role combines high-touch client service with technical coverage expertise, proactive risk identification, renewal strategy, market negotiation, and claims advocacy. The successful candidate will serve discerning clients with complex assets and exposures, anticipate issues, think strategically, and collaborate with family offices and trusted advisors as a trusted client resource.

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, with confidence interacting directly with UHNW clients, family offices, wealth managers, attorneys, accountants, and business managers.
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; helpful but not required.
Additional high-value-home market experience.

Responsibilities

Manage all aspects of client relationships and ongoing service for a portfolio of HNW and UHNW Private Client accounts.
Conduct annual exposure, coverage, and limit reviews, identifying changes in clients’ assets, lifestyles, and risk profiles.
Develop renewal strategies and lead remarketing when appropriate, including preparing underwriting submissions and negotiating with incumbent and alternative Private Client markets.
Evaluate policy forms, coverage terms, limits, deductibles, exclusions, and enhancement opportunities, and communicate recommendations to clients and their advisors.
Coordinate complex personal insurance programs that may include multiple residences, automobiles, valuable collections, watercraft, excess liability, and specialty exposures.
Provide proactive claims counseling and advocacy, helping clients navigate claims and 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 working relationships with Private Client underwriters and carrier partners, representing 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.