Assistant Family Office Relationship Manager

The Assistant Family Office Relationship Manager plays a critical role in supporting the Family Office team to deliver a high-touch, concierge-level client experience. This position assists senior relationship managers with client servicing, policy administration, and coordination across internal and external stakeholders. The ideal candidate is detail-oriented, proactive, and thrives as both an individual contributor and a team player in a fast-paced, client-focused environment.

Your Impact:

• 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.

Successful Candidates Will Have:

• 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.

Risk Strategies is the 9th largest privately held U.S. 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 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies.

Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America’s fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Pay Range:

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

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.

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