Job Overview
Location
Remote - New York
Job Type
Full-time
Category
HR & Recruiting
Date Posted
April 7, 2026
Full Job Description
đź“‹ Description
- • The Private Client Services Family Office Advisor serves as a dedicated resource for high-net-worth clients, providing comprehensive and personalized insurance and risk management solutions to protect wealth and assets across generations.
- • Day-to-day responsibilities include developing and maintaining strong client relationships, conducting needs assessments, designing customized insurance portfolios, collaborating with internal and external advisors, reviewing and updating policies, educating clients on risk mitigation, assisting with claims processes, staying current on regulatory and industry trends, identifying cross-selling opportunities, and participating in business development to expand the family office client base.
- • One80 Intermediaries operates through its Risk Strategies division, the 9th largest privately held U.S. brokerage firm, offering risk management, insurance, reinsurance, consulting, and wealth solutions across more than 30 specialty practices, serving commercial, nonprofit, public, and individual clients with access to all major insurance markets.
- • The advisor can expect to deepen expertise in high-net-worth insurance solutions, build trusted relationships with sophisticated clients and their advisors, enhance analytical and communication skills, and contribute to business growth while operating within a firm recognized as a Great Place to Work (2023) and Inc. 5000 honoree with a strong ESG focus.
🎯 Requirements
- • Bachelor’s degree in Finance, Business Administration, Economics, or a related field; MBA or professional designation (e.g., CFP, CLU, CPCU) preferred.
- • Minimum of 7-10 years of experience in the insurance industry, with at least 3-5 years specifically serving high-net-worth or family office clients.
- • Active and valid Property & Casualty and Life & Health insurance licenses.
- • Deep understanding of complex insurance products for high-net-worth individuals, including personal lines, commercial lines for family enterprises, and specialized coverages.
- • Proven ability to build and maintain strong, trust-based relationships with sophisticated clients and their advisors.
- • Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex concepts clearly.
🏖️ Benefits
- • Competitive pay range of $84,200 to $145,000 annually, based on experience and location.
- • Opportunity to work with a Great Place to Work-certified organization (2023) and an Inc. 5000 fastest-growing private company.
- • Access to a firm with over 200 offices and 5,400+ employees, providing extensive resources and collaboration across specialty practices.
- • Commitment to Environmental, Social, and Governance (ESG) principles as part of the Accession Risk Management Group family of companies.
- • Equal opportunity workplace with a focus on diversity, inclusion, and fair employment practices.
Skills & Technologies
About One80 Intermediaries
One80 Intermediaries operates as a leading wholesale brokerage and program manager, delivering highly specialized insurance solutions across a broad spectrum of risks including property & casualty, financial lines, life insurance, and medical stop loss. They serve a diverse client base encompassing commercial enterprises, non-profits, public entities, associations, unions, and private individuals. With a robust network of 130 carrier relationships spanning the US, UK, Canada, and Asia, and a workforce of 1,800 employees distributed across 55 offices in the US and Canada, One80 demonstrates a significant global footprint. Notably, Business Insurance recognized One80 as the 3rd Largest MGA/Underwriting Manager/Lloyd’s Coverholder in September 2023, underscoring their market leadership and extensive capabilities.
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