ASSOCIATE DIRECTOR, INSURANCE ADVISORY Position Available In Fulton, Georgia

ASSOCIATE DIRECTOR, INSURANCE ADVISORY 5.0 5.0

out of 5 stars 3445 Peachtree Road NE, Atlanta, GA 30326 About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success. We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,• Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Job Description The Associate Director, Insurance Advisor is responsible for managing property & casualty insurance for existing clients and supporting the advisor team with their relationships. This position may include formulating and implementing advice, partnering with insurance agents, insurance companies and insurance specialists to develop recommendations. The position includes oversight of the day to day needs of clients and proactive planning around complex client insurance needs. An Insurance Advisor will also provide guidance and direction to associates. Key Responsibilities Client Relationship Development & Insurance Advisory Regular and ongoing client contact and communication ensuring clients are receiving world class service and attention for all insurance offerings Work with client advisors, clients, and agents to obtain information regarding the client’s existing coverage Analyze the client’s exposure to loss and understand their specific insurance need Provide customized advice and specialized insurance planning to high net worth and ultra-high net worth client families Design insurance recommendations and framework for presentation/delivery to the client Ensure recommendations and analysis provided is accurate and appropriate for the clients’ goals and risk management appetite Maintain fiduciary standards relative to data capture and plan creation Willingness to travel and client meetings as necessary Coordination of Insurance Advisory Partner with client fiduciaries, insurance agents, attorneys, etc. regarding client planning Serve as primary relationship manager with agents for and alongside clients Assist agents and underwriters in addressing any outstanding issues or documentation Assist clients in submitting claims acting as client’s advocate with agent and company Identifies and implements policy change in response to shifting insurance trends Business Development Network with industry contacts to gain competitive insights and best practices Assist Advisors by compiling financial information and preparing presentations for prospect and client meetings Leadership Continue self-development and maintain industry knowledge around Cresset’s core service offering of Insurance Advisory Other duties as assigned Qualifications Bachelor’s degree in Business, or related field Minimum 5 years’ experience in property & casualty personal insurance High Net Worth insurance planning/management acumen, judgement, and experience Property & Casualty, Life, and Accident license(s), or ability to obtain Excellent communication and listening skills Strong engagement management skills Strong initiative, problem solving ability, adaptable and flexible Able to work independently without direct supervision Demonstrated ability to develop and manage plans and maintain client relationships Proficiency in Microsoft Office Maintain continuing education as required What We Offer At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority.

Starting base salary range:

$90,000 – $110,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. Disclosures related to awards, recognitions, and rankings available here. Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Peakline Partners, LLC, are SEC registered investment advisors.