What are the responsibilities and job description for the Insurance Specialist position at The Crosby Company?
The Crosby Company of New Hampshire is a single-family office dedicated to the long-term stewardship, management, and preservation of family assets. The Crosby Company of New Hampshire provides administrative and advisory services including investment, finance, technology, risk management, human resources, compliance, curatorial, and trust oversight services to various family office entities.
We are seeking a highly skilled Insurance Specialist to support a private trust company. This role is ideal for a professional with strong personal lines insurance expertise, sound judgment, and the ability to manage multiple priorities while working with senior stakeholders.
Working alongside a team of paralegals, you will partner closely with the General Counsel and play a key role in personal lines property & casualty insurance program management, risk mitigation, and legal support across corporate, trust, and real estate matters.
Key Responsibilities
Personal Insurance (Primary Focus)
- Manage and optimize personal lines property & casualty insurance programs (property, liability, auto, marine, valuable articles)
- Lead renewals, claims, and policy administration
- Analyze coverage, identify gaps, and provide clear recommendations to clients and advisors
- Oversee risk mitigation and compliance with carrier requirements
- Coordinate directly with brokers, carriers, and vendors, supporting negotiations and claims resolution
- Review premiums and manage invoice/payment coordination
Paralegal Support
- Along with paralegal team, support the General Counsel across contracts, governance, trusts, and real estate matters as needed
- Draft and manage vendor agreements and legal documentation
- Track multiple matters, deadlines, and workflows across stakeholders
- Maintain corporate records for LLCs, foundations, and trusts
- Coordinate with clients, advisors, and outside counsel to execute and manage legal processes
- Ensure accurate, confidential records management
Qualifications
- 5 years of experience with insurance coverage and claims particularly with property & casualty (P&C) with the ability to assess coverage and manage claims end-to-end
- Paralegal knowledge in (personal lines) insurance, corporate, real estate, trusts, or family office environments is preferred
- Proven ability to multitask, prioritize, and deliver under pressure
- Excellent communication and negotiation skills across all levels of stakeholders
- High attention to detail, discretion, and integrity
- Proficiency with Microsoft Office and legal/administrative systems
Crosby Company of New Hampshire is an equal opportunity employer committed to fostering an inclusive and collaborative environment.