We are seeking a highly skilled Insurance Specialist to support a private trust company. This role is ideal for a professional with strong personal lines insurance expertise, sound judgment, and the ability to manage multiple priorities while working with senior stakeholders.
Working alongside a team of paralegals as a key member of the Legal team, you will partner closely with the General Counsel and play a key role in personal lines property & casualty insurance program management, risk mitigation, and legal support across corporate, trust, and real estate matters.
Key Responsibilities
Personal Insurance (Primary Focus)
- Manage and optimize personal lines property & casualty insurance programs (property, liability, auto, marine, valuable articles)
- Lead renewals, claims, and policy administration
- Analyze coverage, identify gaps, and provide clear recommendations to clients and advisors
- Oversee risk mitigation and compliance with carrier requirements
- Coordinate directly with brokers, carriers, and vendors, supporting negotiations and claims resolution
- Review premiums and manage invoice/payment coordination
Administrative Support
- Along with paralegal team, support the General Counsel across contracts, governance, trusts, and real estate matters as needed
- Draft and manage vendor agreements and legal documentation
- Track multiple matters, deadlines, and workflows across stakeholders
- Maintain corporate records for LLCs, foundations, and trusts
- Coordinate with clients, advisors, and outside counsel to execute and manage legal processes
- Ensure accurate, confidential records management
Qualifications
- 5+ years of experience with insurance coverage and claims particularly with property & casualty (P&C) with the ability to assess coverage and manage claims end-to-end
- Paralegal knowledge in (personal lines) insurance, corporate, real estate, trusts, or family office environments is preferred
- Proven ability to multitask, prioritize, and deliver under pressure
- Excellent communication and negotiation skills across all levels of stakeholders
- High attention to detail, discretion, and integrity
- Proficiency with Microsoft Office and legal/administrative systems