... The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and ... Underwriting: Focus on underwriting large account new business daily and mining the renewal ...
... The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and ... Underwriting: Focus on underwriting large account new business daily and mining the renewal ...
Digital Content Manager Ultra High Net Worth
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Digital Content Manager Ultra High Net Worth
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Digital Content Manager Ultra High Net Worth
Boston, MA · On-site
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Digital Content Manager Ultra High Net Worth
Boston, MA · On-site
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Digital Content Manager Ultra High Net Worth
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Digital Content Manager Ultra High Net Worth
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Digital Content Manager Ultra High Net Worth
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Digital Content Manager Ultra High Net Worth
$125K - $150K/yr
... HNW), ultra-high net worth (UHNW) and C-Suite audiences. This role ensures a consistent ... Working closely with peers and teams across the organization, including business, marketing and ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Tax Senior Manager - Trust & Estate/High-Net-Worth, Private Client Services
Minneapolis, MN · On-site
... business development efforts, and mentor and develop team members. This is an opportunity to help ... Oversee tax planning and compliance for high-net-worth and ultra-high-net-worth individuals ...
Tax Senior Manager - Trust & Estate/High-Net-Worth, Private Client Services
Minneapolis, MN · On-site
... business development efforts, and mentor and develop team members. This is an opportunity to help ... Oversee tax planning and compliance for high-net-worth and ultra-high-net-worth individuals ...
Tax Partner - Ultra High Net Worth
Boston, MA · On-site
$120K - $158K/yr
... development and implementation of solutions to clients' tax needs. With the support of the firm ... Business investments would be primarily real estate, but could include Private Equity and hedge ...
Tax Partner - Ultra High Net Worth
Boston, MA · On-site
$120K - $158K/yr
... development and implementation of solutions to clients' tax needs. With the support of the firm ... Business investments would be primarily real estate, but could include Private Equity and hedge ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ... ultra-high net worth individuals. Most recent years should include experience in leading all ...
... ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide ... business development. You'll partner closely with leadership and centralized teams to ensure ...
... ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide ... business development. You'll partner closely with leadership and centralized teams to ensure ...
Managing Partner
Seattle, WA · On-site
$132K/yr
... ultra high net worth clientele * Lead the cultural integration of acquired wealth management practices * Collaborate with dedicated business development professionals in building the region through ...
Managing Partner
Seattle, WA · On-site
$132K/yr
... ultra high net worth clientele * Lead the cultural integration of acquired wealth management practices * Collaborate with dedicated business development professionals in building the region through ...
Senior Wealth Management Client Associate | Ultra High Net Worth
Phoenix, AZ · On-site
$100K - $300K/yr
Experience working with high-net-worth or ultra-high-net-worth clients * Proven ability to operate ... a primary focus on business development * Opportunity to be part of a high-performing ...
Quick apply
Senior Wealth Management Client Associate | Ultra High Net Worth
Phoenix, AZ · On-site
$100K - $300K/yr
Experience working with high-net-worth or ultra-high-net-worth clients * Proven ability to operate ... a primary focus on business development * Opportunity to be part of a high-performing ...
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial ...
Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial ...
Tax Associate (High-net-worth)
Denver, CO · On-site
$60K - $80K/yr
... ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax ... Conduct research, analysis, development and summarization of financial information * Analyze ...
Tax Associate (High-net-worth)
Denver, CO · On-site
$60K - $80K/yr
... ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax ... Conduct research, analysis, development and summarization of financial information * Analyze ...
Senior Manager, High Net Worth Tax
Manhattan, NY · On-site +1
... ultra-high-net-worth individuals, families, and family offices, with direct partner exposure and a defined path to grow within the practice. Responsibilities: * Own client relationships across ...
Quick apply
Senior Manager, High Net Worth Tax
Manhattan, NY · On-site +1
... ultra-high-net-worth individuals, families, and family offices, with direct partner exposure and a defined path to grow within the practice. Responsibilities: * Own client relationships across ...
Tax Manager - Ultra High Net Worth
Chicago, IL · On-site
$114K - $149K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ...
Tax Manager - Ultra High Net Worth
Chicago, IL · On-site
$114K - $149K/yr
Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and ... Bachelor's degree in accounting or business-related field * CPA license in one's principal place of ...
Ultra High Net Worth Business Development information

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 3 days ago
Key responsibilities
Evaluate and underwrite large account risks, focusing on profitable growth and risk selection.
Collaborate with risk management to assess exposures and recommend solutions.
Build and maintain strong relationships with agents, acting as a trusted advisor and educating them on risk appetite.
Job description
Berkley One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the W.R. Berkley brand.
Why Join Us?At Berkley One, you'll be part of a forward-thinking team that's reimagining personal insurance. We're building solutions that are as sophisticated and agile as the clients we serve-individuals and families who value innovation, simplicity, and exceptional service. You'll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry.
What We Value
- A client-first mindset with a passion for delivering exceptional experiences
- Curiosity, creativity, and a drive to challenge the status quo
- Collaboration across disciplines to build smarter, more intuitive solutions
- Integrity, expertise, and a commitment to excellence
Join us in creating a new standard in personal insurance-where protection meets possibility.
The Company is an equal employment opportunity employer. #LI-AV1 #LI-HYBRID
ResponsibilitiesThe Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and underwriting large account risks, with a strong emphasis on profitable growth and relationship management. This position involves significant decision-making authority and collaboration across multiple teams to ensure high-quality underwriting outcomes.
This role will be based in one of our offices:
- Morristown, NJ #familyoffice #premierUW #HNW #
- Phoenix, AZ
- Chicago, IL
We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.
What you can expect:
- Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
- Internal mobility opportunities
- Visibility to senior leaders and partnership with cross functional teams
- Opportunity to impact change
- Benefits - competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education
We'll count on you for:
- Underwriting: Focus on underwriting large account new business daily and mining the renewal portfolio, leveraging expertise and sound judgment to select and price risks that align with Berkley One's profitability goals.
- Risk Management Collaboration: Partner with risk management to assess exposures and recommend solutions that enhance the overall quality of the risk.
- Innovation and Process Improvement: Contribute to continuous improvement by identifying opportunities for innovation in underwriting practices and organizational priorities.
- Agent Relationship Management: Build and maintain strong relationships with a designated group of agents. Act as a trusted advisor by understanding their needs, coaching on solutions, and fostering loyalty to the Berkley One brand.
- Appetite Consultation: Educate agents on Berkley One's risk appetite and guide them in applying this knowledge to appropriate risk selection.
- Technology Utilization: Use advanced underwriting tools and analytics to monitor portfolio quality and inform individual underwriting decisions.
- Cross-Functional Collaboration: Work closely with Distribution and Marketing teams to co-develop strategies that drive business growth and enhance market presence.
- Other work as assigned
What you need to have:
- Bachelor's degree (BA or BS) or equivalent professional experience
- Industry Experience: Minimum 5 years of underwriting experience in high-net-worth personal lines.
- Underwriting Expertise: You have deep technical underwriting competency and love to work on large accounts.
- Customer-Centric Mindset: Deep empathy for both insureds and agents, with a passion for delivering an exceptional brand experience and advocating for customer needs.
- Strong Communicator: Exceptional verbal and written communication skills, with the ability to adapt your style to suit different audiences and situations.
- Curious and Innovative: Naturally inquisitive, always seeking to understand how things work and how they can be improved.
- Analytical Thinker: Enjoys diving into account details to craft underwriting solutions that align with guidelines, profitability goals, and client needs.
- Flexible and Mobile: Willingness to travel as needed, including overnight trips, and to work flexible hours to support clients across time zones.
- Tech-Savvy: Demonstrates exceptional proficiency with technology and underwriting tools.
What makes you stand out:
- Composed and Organized: Maintains calm under pressure, demonstrates integrity, and follows through on commitments with precision and professionalism.
- Collaborative Challenger: Comfortable questioning the status quo while working effectively with colleagues across all levels of the organization.
- Accountable and Engaged: Brings a strong sense of ownership, a spirit of adventure, and a positive, team-oriented attitude.
- Service-Oriented: Known for responsiveness and a "find a way to yes" approach, while maintaining strong relationships-even when saying no.