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Family Risk Leader

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: World Insurance As
Full Time position
Listed on 2026-10-24
Job specializations:
  • Management
    BD Manager
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below
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…
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