Insurance Specialist

Key Responsibilities

• 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

Paralegal Support

• 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
• Cook up 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

About the Role

The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. The Crosby Company provides middle and back office services to various individual businesses including Curatorial, Foundations, Investments, Trust, Tax and Private Real Estate. We are seeking a highly skilled Insurance Specialist to support a private trust company.