Job description
The Family Office Specialist works with the largest and most complex multi-generational families providing day-to-day service administration for one or more solutions developed to serve the PRM market. The Family Office Specialist is a dedicated resource to clients and will work with clients and their Advisors to support ongoing needs.
POSITION SUMMARY:
- The Family Office Specialist works with the largest and most complex multi-generational families providing day-to-day service administration for one or more solutions developed to serve the PRM market. The Family Office Specialist is a dedicated resource to clients and will work with clients and their Advisors to support ongoing needs.
PRIMARY RESPONSIBILITIES:
- Partners with other business segments to provide holistic solutions and aid Advisors in quarterbacking the internal relationships.
- Actively participates in family office centered education or groups to remain on the vanguard of family office needs.
- Meets with clients quarterly, or more often, as needed.
- Participates in creating and delivering new ideas, product offerings, and thought leadership to clients.
- Works with insurance company partners to deliver innovative and creative solutions.
EDUCATION AND EXPERIENCE REQUIREMENTS:
- Certification(s): None required; None preferred
- License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- Ability to speak knowledgeably about many lines of coverage, beyond High Net Worth (HNW) personal lines.
- Is organized and possesses excellent verbal and written communication skills.
- Ability to maintain complex agency bill accounts to simplify the client experience.
- Working knowledge of appropriate software.
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS:
- None
SPECIAL WORKING CONDITIONS:
- Fast paced multi-tasking environment
IMPORTANT NOTICE:
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
- BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Special Working Conditions:
- Fast paced, multi-tasking environment.
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