VP, Private Client P&C Insurance
Neil Jesani Advisors, Inc., Florida, NY, United States
Neil Jesani Advisors is a multidisciplinary advisory firm serving over 1,000 ultra-high-net-worth clients across tax planning, tax controversy, trust & estate and asset protection legal structuring, wealth management, and business advisory. We are building a dedicated insurance practice — private client P&C, commercial lines, and employee benefits - to serve our existing client base and the referral networks generated by our integrated platform.
About the Role
We are looking for a seasoned private client insurance professional to lead NJA's Personal Lines P&C practice. You are stepping into a warm ecosystem of 1,000+ UHNW clients - individuals and families with complex personal risk profiles who are already engaged with NJA across tax, legal, and wealth services. That is your foundation. But this is also a growth role: you are expected to source new clients, build your own referral channels, and expand the practice beyond NJA's existing book.
Responsibilities
Serve as the senior relationship lead for NJA's UHNW personal lines clients — primary residences, vacation homes, umbrella, art, jewelry, yachts, aviation, and specialty risks
Build and manage a team of account managers and producers as the personal lines book grows
Leverage NJA's cross-referral flow from tax, legal, and wealth management teams to convert existing client relationships into insurance engagements
Establish and maintain carrier relationships across the UHNW personal lines market - Chubb, PURE, AIG Private Client, Vault, Berkley One, Cincinnati Financial, Openly, and others
Develop the service infrastructure: agency management systems, workflows, service standards, and renewal processes appropriate for UHNW clients
Build referral partnerships with family offices, estate attorneys, CPAs, and wealth managers in South Florida and beyond
Actively source new UHNW personal lines clients through your own network, referral partnerships, and business development efforts - NJA's existing book is your launch pad, not your ceiling
Set growth targets and manage to them - you are accountable for the practice P&L
Qualifications
15+ years of HNW/UHNW personal lines insurance experience, ideally at a boutique private client agency or private client division of a larger brokerage
Deep familiarity with the carriers, markets, and risk profiles specific to ultra-high-net-worth households
Track record of building and managing client relationships at the UHNW level — homes in multiple states, significant art and jewelry schedules, umbrella towers, specialty risks
Florida 2-20 license required; additional state licenses a plus
Strong carrier relationships and a network within the South Florida financial services and advisory community
An advisor's disposition: relationships-first, service-obsessed, trusted without needing to be asked
A builder mentality - energized by building, not maintaining
Nice to Have
Existing relationships with UHNW-focused carriers - Chubb Private Client, PURE, AIG Private Client, Vault, or similar
Established referral network with family offices, estate attorneys, wealth managers, or private bankers in South Florida
Experience building or scaling a personal lines practice at a boutique or within a larger platform
Designations such as CPCU, CIC, or CPRM
Interest in long-term leadership and equity participation as the practice grows
Why NJA
Immediate access to 1,000+ UHNW clients across NJA's existing service lines - a warm foundation combined with a South Florida market full of prospective clients
Built-in cross-referral flow from NJA's tax, legal, and wealth management teams within the same firm
Real leadership authority - you hire your team, set your strategy, and own the outcome
Competitive base compensation with strong performance-based upside
Clear and accelerated path to equity participation as the practice scales
A firm that competes on relationships and expertise, not volume - the same culture you came from
What We Offer
Immediate access to 1,000+ UHNW clients across NJA's existing service lines - a warm foundation combined with a South Florida market full of prospective clients
Built-in cross-referral flow from NJA's tax, legal, and wealth management teams within the same firm
Real leadership authority - you hire your team, set your strategy, and own the outcome
Competitive base compensation with strong performance-based upside
Clear and accelerated path to equity participation as the practice scales
A firm that competes on relationships and expertise, not volume - the same culture you came from
Neil Jesani Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, or any other characteristic protected by applicable federal, state, or local law.
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About the Role
We are looking for a seasoned private client insurance professional to lead NJA's Personal Lines P&C practice. You are stepping into a warm ecosystem of 1,000+ UHNW clients - individuals and families with complex personal risk profiles who are already engaged with NJA across tax, legal, and wealth services. That is your foundation. But this is also a growth role: you are expected to source new clients, build your own referral channels, and expand the practice beyond NJA's existing book.
Responsibilities
Serve as the senior relationship lead for NJA's UHNW personal lines clients — primary residences, vacation homes, umbrella, art, jewelry, yachts, aviation, and specialty risks
Build and manage a team of account managers and producers as the personal lines book grows
Leverage NJA's cross-referral flow from tax, legal, and wealth management teams to convert existing client relationships into insurance engagements
Establish and maintain carrier relationships across the UHNW personal lines market - Chubb, PURE, AIG Private Client, Vault, Berkley One, Cincinnati Financial, Openly, and others
Develop the service infrastructure: agency management systems, workflows, service standards, and renewal processes appropriate for UHNW clients
Build referral partnerships with family offices, estate attorneys, CPAs, and wealth managers in South Florida and beyond
Actively source new UHNW personal lines clients through your own network, referral partnerships, and business development efforts - NJA's existing book is your launch pad, not your ceiling
Set growth targets and manage to them - you are accountable for the practice P&L
Qualifications
15+ years of HNW/UHNW personal lines insurance experience, ideally at a boutique private client agency or private client division of a larger brokerage
Deep familiarity with the carriers, markets, and risk profiles specific to ultra-high-net-worth households
Track record of building and managing client relationships at the UHNW level — homes in multiple states, significant art and jewelry schedules, umbrella towers, specialty risks
Florida 2-20 license required; additional state licenses a plus
Strong carrier relationships and a network within the South Florida financial services and advisory community
An advisor's disposition: relationships-first, service-obsessed, trusted without needing to be asked
A builder mentality - energized by building, not maintaining
Nice to Have
Existing relationships with UHNW-focused carriers - Chubb Private Client, PURE, AIG Private Client, Vault, or similar
Established referral network with family offices, estate attorneys, wealth managers, or private bankers in South Florida
Experience building or scaling a personal lines practice at a boutique or within a larger platform
Designations such as CPCU, CIC, or CPRM
Interest in long-term leadership and equity participation as the practice grows
Why NJA
Immediate access to 1,000+ UHNW clients across NJA's existing service lines - a warm foundation combined with a South Florida market full of prospective clients
Built-in cross-referral flow from NJA's tax, legal, and wealth management teams within the same firm
Real leadership authority - you hire your team, set your strategy, and own the outcome
Competitive base compensation with strong performance-based upside
Clear and accelerated path to equity participation as the practice scales
A firm that competes on relationships and expertise, not volume - the same culture you came from
What We Offer
Immediate access to 1,000+ UHNW clients across NJA's existing service lines - a warm foundation combined with a South Florida market full of prospective clients
Built-in cross-referral flow from NJA's tax, legal, and wealth management teams within the same firm
Real leadership authority - you hire your team, set your strategy, and own the outcome
Competitive base compensation with strong performance-based upside
Clear and accelerated path to equity participation as the practice scales
A firm that competes on relationships and expertise, not volume - the same culture you came from
Neil Jesani Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, or any other characteristic protected by applicable federal, state, or local law.
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