Demo

Account Manager, Family Office

Risk Strategies
New York, NY Full Time
POSTED ON 4/6/2025
AVAILABLE BEFORE 5/6/2025

The Family Office Account Manager will fulfill an integral role in administrating the resources for all Family Office clients and assuming an Account manager role for a select group of Family Office clients. Primary Marketing contact for insurers for Family Office niche of business. Occasional travel to regional offices for training.

Primary Responsibilities and Duties :

  • Build and maintain constructive relationships with customers by meeting and exceeding expectations.
  • Actively service / retain existing accounts and develop new business opportunities.
  • Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly.
  • Schedule Family Office meetings at annual renewal or more frequently to maintain client contact.
  • Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status.
  • Respond to client inquiries, service requests and claims issues within established timelines.
  • Inform and educate clients regarding coverage, exclusions and exposures.

Requirements and Qualifications :

  • 3 - 5 years' experience in Private Client insurance with a focus on Family Office
  • Valid P&C brokers' license
  • College degree preferred
  • Industry specific designations preferred - CISR, ARM, or similar
  • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
  • At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered.

    The expected base pay range for this position is between $65,000 - $100,000. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

    Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.

    Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

    Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page : www.risk-strategies.com / careers.

    Salary : $65,000 - $100,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Account Manager, Family Office?

    Sign up to receive alerts about other jobs on the Account Manager, Family Office career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $78,252 - $113,319
    Income Estimation: 
    $168,296 - $226,155
    Income Estimation: 
    $103,275 - $152,386
    Income Estimation: 
    $130,351 - $192,268
    Income Estimation: 
    $168,526 - $245,699
    Income Estimation: 
    $60,382 - $85,313
    Income Estimation: 
    $109,535 - $156,850
    Income Estimation: 
    $78,252 - $113,319
    Income Estimation: 
    $71,143 - $86,536
    Income Estimation: 
    $73,461 - $153,404
    Income Estimation: 
    $103,275 - $152,386
    Income Estimation: 
    $133,333 - $194,768
    Income Estimation: 
    $104,545 - $161,038
    Income Estimation: 
    $130,351 - $192,268
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Risk Strategies

    Risk Strategies
    Hired Organization Address Boston, MA Full Time
    We are seeking a Senior Account Executive to join our Employee Benefits team in Boston, MA. This role is responsible for...
    Risk Strategies
    Hired Organization Address Palm Beach Gardens, FL Full Time
    The Proposal and Contracts Specialist develops new proposal content, edits, and updates current content, and assists in ...
    Risk Strategies
    Hired Organization Address Palm Beach Gardens, FL Full Time
    The Proposal and Contracts Specialist develops new proposal content, edits, and updates current content, and assists in ...
    Risk Strategies
    Hired Organization Address Southfield, MI Full Time
    We are seeking an Assistant Account Manager to join our Commercial Team. This strategic role will play an integral part ...

    Not the job you're looking for? Here are some other Account Manager, Family Office jobs in the New York, NY area that may be a better fit.

    Office Assistant

    Arc Fund Manager LLC, New York, NY

    AI Assistant is available now!

    Feel free to start your new journey!