Risk Management Specialist

4 weeks ago


San Francisco, California, United States USI Holdings Corporation Full time
Job Title: Personal Risk Advisor

Job Summary:

We are seeking a highly skilled and experienced Personal Risk Advisor to join our team at USI Holdings Corporation. As a Personal Risk Advisor, you will be responsible for cultivating relationships with high net worth individuals and family offices, providing comprehensive risk management and insurance consultation services.

Key Responsibilities:

  • Promote the USI Private Risk Advisor suite of solutions to high net worth individuals and family offices.
  • Design and implement risk management insurance programs to protect personal assets, exposures, and lifestyles.
  • Conduct comprehensive risk analysis reviews to identify personal, professional, and business exposures.
  • Develop strategic sales plans to identify and qualify prospective clients.
  • Deliver exceptional client experiences through customized consultative selling approaches.
  • Create and deliver professional presentations and proposals to internal and external clients.
  • Position value-added services and partnerships to key stakeholders and trusted advisors.

Requirements:

  • 5+ years of High Net Worth sales experience.
  • Excellent verbal, written, and interpersonal communication skills.
  • Excellent presentation skills.
  • Solid conflict resolution capabilities.
  • Microsoft Office program proficiency.
  • Ability to work effectively in a team environment.
  • Established network of COIs and a proven track record of sales success.
  • Must possess a current P&C License.

About USI:

USI Holdings Corporation is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. We offer a dynamic personal and professional development culture, with a focus on celebrating our associates' growth and success.

Why Join USI?

We offer a comprehensive benefits package, including competitive pay and commission, incentives, and benefits. Our award-winning wellness program, college scholarships for associates' children, and financial help in times of need demonstrate our commitment to our associates' well-being. We are committed to giving back to our local communities and supporting a culture of environmental sustainability.

Join Our Team:

We are committed to creating a diverse, equitable, and inclusive workplace, with a focus on educating our associates to better understand and serve our clients, prospects, fellow team members, and local communities. We are recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years and have been named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row.



  • San Francisco, California, United States East West Bank Full time

    Job Title: Risk Management SpecialistEast West Bank is seeking a highly skilled Risk Management Specialist to join our team. As a key member of our first line of defense risk management function, you will be responsible for implementing and managing our first line of defense risk management program.Key Responsibilities:Lead a team to perform first line...


  • San Diego, California, United States Risk Mitigation Consulting Full time

    Job SummaryRisk Mitigation Consulting (RMC) is seeking a highly skilled Risk Analyst to join our team. As a Risk Analyst, you will conduct mission analysis and risk assessment functions for military and civilian customers. You will support Mission Assurance Assessment Teams with stakeholder coordination, data collection, analysis, information system...


  • San Diego, California, United States Risk Mitigation Consulting Full time

    Job SummaryRisk Mitigation Consulting (RMC) is seeking a highly skilled Risk Analyst to join our team in San Diego, California. As a Risk Analyst, you will play a critical role in conducting mission analysis and risk assessment functions for military and civilian customers.Key ResponsibilitiesConduct mission analysis and risk assessment functions for...


  • San Diego, California, United States Risk Mitigation Consulting Full time

    Job SummaryRisk Mitigation Consulting (RMC) is seeking a highly skilled Risk Analyst to join our team in San Diego, California. As a Risk Analyst, you will play a critical role in conducting mission analysis and risk assessment functions for military and civilian customers.Key ResponsibilitiesConduct mission analysis and risk assessment functions for...


  • San Francisco, California, United States Alliant Insurance Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Risk Management Specialist to join our team at Alliant Insurance Services. The successful candidate will be responsible for designing, developing, and implementing comprehensive technical risk assessment services and loss control training programs to service existing clients and secure new ones.Key...


  • San Francisco, California, United States JPMorganChase Full time

    Job SummaryWe are seeking a highly skilled Risk Management and Compliance Specialist to join our team at JPMorgan Chase. As a key member of our Commercial Banking organization, you will play a critical role in helping us grow our business in a responsible and sustainable way.In this role, you will be responsible for assessing and managing credit risk for our...


  • San Francisco, California, United States FM Global Full time

    Job SummaryFM Global is seeking a highly skilled Risk Management Specialist to join our team of principal underwriters. As a key member of our All Risk Underwriting group, you will be responsible for leading up to two industry segments for portfolio analysis, capacity and linesetting, pricing strategies, and development of underwriting requirements that...


  • San Francisco, California, United States JPMorganChase Full time

    Job SummaryWe are seeking a highly skilled Risk Management Specialist to join our team at JPMorgan Chase. As a key member of our Commercial Banking organization, you will play a critical role in helping us understand, manage, and anticipate risks in a constantly changing environment.Key ResponsibilitiesUtilize advanced credit analysis and financial modeling...


  • San Diego, California, United States ConAm Management Corporation Full time

    Job SummaryWe are seeking a highly skilled Risk Manager to join our team at ConAm Management Corporation. As a Risk Manager, you will play a critical role in identifying and mitigating risks that could impact our business operations.Key ResponsibilitiesDevelop and implement risk management strategies to minimize potential risks and ensure business...


  • San Diego, California, United States ConAm Management Corporation Full time

    Job SummaryWe are seeking a highly skilled Risk Manager to join our team at ConAm Management Corporation. As a Risk Manager, you will play a critical role in coordinating and overseeing the implementation of our risk management strategies, policies, and procedures.Key ResponsibilitiesIdentify and assess risks and coverage needs, and work closely with senior...


  • San Francisco, California, United States Tenacious Staffing Full time

    Sales & Risk Consultant Job DescriptionAt Tenacious Staffing, we're seeking a highly motivated and experienced Sales & Risk Consultant to join our team. As a Sales & Risk Consultant, you will be responsible for identifying and pursuing new business opportunities, conducting risk assessments, and providing expert advice to clients.Key Responsibilities:Conduct...

  • IT Manager

    1 day ago


    San Francisco, California, United States RIT Solutions, Inc. Full time

    Job Title: IT Manager - Controls & Risk SpecialistThis role is responsible for managing the IT control framework globally and driving the design and implementation of SOX controls. The ideal candidate will have experience with IT general controls, information security, and privacy regulations.Key Responsibilities:Manage the IT control framework globally and...


  • San Francisco, California, United States AAS Healthcare Staffing Full time

    Seeking a highly skilled Risk Management professional to oversee and manage risk management activities within our organization. This role requires direct supervision and accountability, working under the guidance of a Director or senior leader.Key Responsibilities:• Develop and implement risk management strategies to mitigate potential risks and ensure...


  • San Francisco, California, United States Risk & Insurance Management Society Inc Full time

    About At-BayAt-Bay is a pioneering insurance company that combines cutting-edge technology with industry expertise to provide innovative risk management solutions for businesses of all sizes and industries. Our team of experts, comprising analysts, developers, designers, and underwriters, work together to redefine the insurance industry.Your ImpactAs an...


  • San Francisco, California, United States Gallagher Full time

    About the RoleWe are seeking a talented Risk Management Specialist to join our global brokerage team at Gallagher. As a key member of our team, you will play a crucial role in developing and acquiring new business revenue from new and existing clients and assigned prospects in identified sectors or market areas.Key ResponsibilitiesAssist in developing and...


  • San Diego, California, United States Centurum Full time

    Risk Management Specialist Job DescriptionThe Risk Management Specialist is a critical role within Centurum, responsible for identifying, assessing, and mitigating potential risks that could impact the organization's objectives. This position requires a strong understanding of risk management principles and practices, as well as excellent analytical and...


  • San Francisco, California, United States East West Bank Full time

    Job Title: First Line of Defense Risk ManagerEast West Bank is seeking a highly skilled First Line of Defense Risk Manager to join our team. As a key member of our risk management function, you will be responsible for implementing and managing our first line of defense risk management program.Key Responsibilities:Lead a team to perform first line testing of...


  • San Francisco, California, United States East West Bank Full time

    Job SummaryThe First Line of Defense Risk Manager will play a critical role in ensuring the effective management of risks within East West Bank. This position will be responsible for implementing and managing the first line of defense risk management program, working closely with first line of defense testers and providing training to the testing team.Key...


  • San Francisco, California, United States Risk & Insurance Management Society Inc Full time

    About At-BayAt-Bay is a pioneering insurance company that combines cutting-edge technology with industry expertise to provide innovative risk management solutions for businesses of all sizes and industries. Our team of experts, comprising analysts, developers, designers, and underwriters, work together to redefine the insurance industry.Our CultureWe're...


  • San Francisco, California, United States The Citco Group Limited Full time

    Risk Associate Job DescriptionWe are seeking a highly skilled Risk Associate to join our team at The Citco Group Limited. As a Risk Associate, you will play a critical role in generating accurate and timely risk reports for clients, analyzing and interpreting report results, and providing actionable insights to enable our clients to measure performance and...