Family Risk Leader

Description

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Family Risk Leader

The Family Risk Leader is responsible for leading an assigned team of Family Risk Specialists and Senior Family Risk Specialists to drive profitable growth within the Family Risk Practice and Personal Lines practice through strong stakeholder engagement, business development partnership, and disciplined team execution.

This role is accountable for day-to-day team leadership, coaching, performance management, pipeline discipline, client advisory quality, retention, conversion, stakeholder alignment, and execution of Personal Lines growth strategies within the assigned team.

The Leader serves as the primary coach, people leader, and business partner for the assigned FRP team, creating a culture focused on profitable growth, client advocacy, comprehensive risk discovery, insurance package development, disciplined follow-up, and effective collaboration with internal and external stakeholders. Success in this position requires strong personal lines insurance expertise, practical team leadership capability, coaching and talent development skills, stakeholder management, and the ability to translate practice-level growth priorities into consistent team-level execution.

 Team Leadership & Specialist Development

• Lead, coach, and develop an assigned team of Family Risk Specialists and Senior Family Risk Specialists while fostering productive partnerships across practice, sales, service, and operational stakeholders.
• Support recruiting, interviewing, hiring, onboarding, and development of Family Risk Specialists in partnership with practice leadership, Human Resources, and other key stakeholders.
• Execute and reinforce structured onboarding and training focused on discovery conversations, risk assessment, coverage analysis, consultative selling, retention, and package at point of sale.
• Conduct regular coaching sessions to improve technical proficiency, client engagement skills, risk assessment quality, pipeline discipline, and profitable growth execution.
• Communicate clear team-level performance expectations, accountability measures, stakeholder commitments, and development plans aligned with Family Risk Practice goals.
• Identify future leadership potential and support succession planning within the assigned team.

Team Growth, Pipeline & Profitability

• Drive profitable Personal Lines and Family Risk growth through execution of assigned team goals, stakeholder priorities, business development activities, and disciplined activity expectations.
• Translate broader growth strategy into practical team-level actions, including pipeline management, referral follow-up, stakeholder engagement, cross-sell opportunities, account rounding, and client retention.
• Monitor team pipeline activity, conversion ratios, quote activity, package rates, retention, revenue quality, stakeholder follow-through, and growth performance.
• Conduct opportunity reviews and provide coaching on client strategy, business development approach, stakeholder alignment, risk advisory positioning, carrier placement, pricing discipline, and profitable account development.
• Support specialists in preparing for significant client meetings, presentations, and new business opportunities.
• Participate selectively in complex or high-value client and stakeholder situations where leadership support may improve client outcomes, retention, business development results, or profitable growth.

 Risk Advisory Excellence

• Execute consistent standards for client discovery, exposure analysis, and coverage recommendations.
• Ensure all team members maintain a consultative, client-centered approach focused on protecting assets and addressing risk exposures.
• Oversee quality and consistency of package reviews, coverage strategies, and client recommendations.
• Review complex or high-net-worth opportunities and provide guidance regarding coverage structure, carrier markets, and risk mitigation strategies.
• Promote best practices related to comprehensive personal risk management and account rounding. 

 Carrier, Market & Stakeholder Management

• Develop and maintain strong relationships with carrier partners, referral sources, market contacts, and internal business stakeholders.
• Collaborate with carrier representatives and internal stakeholders to identify market opportunities, training resources, product solutions, and business development priorities.
• Support market selection strategies for standard, middle market, affluent, and High-Net-Worth clients. 
• Monitor marketplace trends and communicate relevant developments, opportunities, and stakeholder implications to the team.

 Team Execution & Operating Discipline

• Implement consistent sales, service, client follow-up, and workflow processes within the assigned team.
• Ensure effective use of technology, CRM systems, quoting platforms, pipeline tools, and operational resources to improve productivity, visibility, and client outcomes.
• Partner with practice, operations, marketing, recruiting, carrier, divisional, and business development stakeholders to support assigned team growth initiatives.
• Analyze team performance and identify opportunities to improve activity, conversion, retention, revenue quality, workflow consistency, and client experience.

Work Experience

• 5 years of personal lines insurance, personal risk advisory, or personal lines production experience. 
• 3 years of leadership, team management, or coaching experience.  
• Demonstrated success in consultative insurance sales, client relationship management, stakeholder management, business development support, and revenue growth.
• Strong understanding of personal risk management, package strategies, umbrella liability, and asset protection concepts.
• Proven ability to recruit, develop, and retain high-performing talent.

 Preferred 

• Experience leading personal lines sales or advisory teams.
• Experience supporting affluent and High-Net-Worth clients.

Professional Licenses/Certifications

Active Property & Casualty license

Essential Skills/Competencies

• Talent Acquisition & Development
• Coaching & Performance Management
• Strategic Planning
• Consultative Sales Leadership 
• Stakeholder Relationship Management
• Business Development Partnership
• Carrier Relationship Management
• Change Leadership
• Revenue Growth Management
• Organizational Influence
• Decision-Making & Judgment
• Professional accountability

Education  

High school diploma or equivalent

Bachelor's degree or equivalent combination of education and relevant experience preferred

Physical Demands 

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 

Equal Employment Workforce and Workplace

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.