Senior Insurance Advisor

Senior Insurance Advisor Location Hybrid work in New York, NY :

We are seeking a Senior Insurance Advisor to join our team. In this role, you will review and assess client insurance programs, evaluate risk exposures, and prepare written reports with tailored recommendations. You will work closely with Client Advisors, insurance brokers, and clients to ensure insurance programs are optimized to meet the unique needs of our high-net-worth clientele.

Key Responsibilities:

• Gather policy details, underwriting data, and relevant information from brokers, Client Advisors, and clients
• Analyze insurance policies and evaluate client risk exposures
• Prepare comprehensive insurance reviews with actionable recommendations
• Implement new and updated insurance programs by coordinating with brokers and agents
• Attend client meetings to present reviews and discuss recommendations
• Provide ongoing communication and support to clients and Client Advisors
• Maintain and manage relationships with insurance brokers and carriers
• Assist clients with evaluating and implementing loss control strategies
• Support the Director of Insurance Advisory on special projects
• Perform additional duties as assigned

Qualifications:

• 5-10 years of experience as a personal lines underwriter or brokerage client representative, ideally with insurers such as AIG, Berkley One, Chubb, Cincinnati, and PURE
• Strong technical insurance knowledge and sound business judgment
• Bachelor's degree required
• New York State broker license preferred; must be obtained within 3 months of hire if not already licensed
• CPCU or Associate in Risk Management (ARM) designation or coursework strongly preferred
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
• Excellent organizational and multitasking skills
• Strong analytical and problem-solving abilities
• Clear and professional written and verbal communication skills
• High attention to detail and follow-through
• Self-motivated and results-driven

The base salary range for this position is $160,000 - $195,000. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.

In addition, this position may be eligible for a discretionary incentive based on individual and company performance.

Eligible employees may participate in a 401 (k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.

About Bessemer Trust:

• Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management — disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
• Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
• Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:

• For more than 118 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
• Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
• To watch a video about Bessemer Trust's history, click here.
• To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:

• We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
• Competitive base salary plus discretionary annual bonus for select positions
• A 401(k) plan with a generous annual profit-sharing contribution
• Personalized development and career opportunities, including tuition reimbursement support
• Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
• Employee assistance (EAP) and wellness programs
• Hybrid work environment: 60% in office, 40% remote for most positions
• Paid time off and paid parental leave
• Employer-paid life insurance and short- and long-term disability coverage
• Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.