Assistant Family Office Relationship Manager
Risk Strategies Company
full-time
Posted on:
Location Type: Hybrid
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $51,800 - $90,000 per year
Job Level
JuniorMid-Level
About the role
- Support Senior Relationship Managers in servicing complex accounts for high-net-worth individuals and family offices.
- Act as a point of contact for routine client inquiries, ensuring timely and professional responses.
- Prepare client-facing materials, including proposals, insurance summaries, and meeting documentation.
- Process policy renewals, endorsements, and coverage changes accurately and on time.
- Issue Auto ID cards, certificates of insurance, and maintain compliance documentation.
- Perform policy and binder checks for accuracy and completeness.
- Maintain accurate client records in CRM and agency management systems (AMS360, EPIC, WorkSmart).
- Assist in reviewing insurance portfolios for coverage gaps and optimization opportunities.
- Compile data for account reviews and strategic planning.
- Support special projects and ad hoc initiatives for the Family Office team.
- Adhere to company policies, procedures, and regulatory requirements.
Requirements
- Bachelor’s degree in business, Finance, Risk Management, or related field (preferred).
- 2–4 years of experience in insurance, financial services, or client support roles, ideally with exposure to high-net-worth clients.
- Strong understanding of Personal Lines and Private Client insurance products.
- Experience with high-net-worth carriers and complex coverage structures.
- Proficiency in Microsoft Office Suite; advanced Excel skills a plus.
- Familiarity with agency management systems (AMS360, EPIC, WorkSmart preferred).
- Excellent verbal and written communication skills; ability to articulate complex information clearly.
- Strong organizational skills and meticulous attention to detail.
- Ability to manage multiple priorities in a fast-paced, high-pressure environment.
- Demonstrated discretion and confidentiality when handling sensitive client information.
- A proactive, service-oriented mindset with a commitment to client satisfaction.
- Ability to work independently as an individual contributor while thriving in a collaborative team environment.
- Obtain Property & Casualty (P&C) license within 90 days of hire.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurancefinancial servicesclient supportPersonal Lines insurancePrivate Client insurancepolicy renewalscoverage changesdata compilationadvanced Excel
Soft skills
communicationorganizational skillsattention to detaildiscretionconfidentialityservice-oriented mindsetclient satisfactionindependent workcollaboration
Certifications
Bachelor’s degreeProperty & Casualty (P&C) license