High Net Worth Market Development Lead

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in San Francisco, CA, USA
In-Office or Remote
Senior level
Fintech • Information Technology • Insurance • Software
The Role
Drive awareness and adoption of Annex's High Value Homeowners product by engaging retail agents, reviewing submissions, advising on appetite and placement strategy, running trainings and outreach, partnering with underwriting and tech to improve submission quality, and shaping go-to-market strategy for high-value homeowners.
Summary Generated by Built In
About Annex
Annex is a digital E&S wholesaler/MGA focused on catastrophe-exposed property insurance. We help retail agents place difficult homeowners risks through a fast, technology-enabled quote and bind experience.

We are expanding our High Value Homeowners program and are looking for someone who can help us build credibility, deepen agent engagement, and grow submission volume in the higher-value property segment.

The Role
We are looking for a market-facing specialist to help grow Annex’s High Value Homeowners product.

This is not a traditional “relationship producer” role built around entertainment or a personal book of business. We are looking for someone who understands higher-value homeowners risks, can speak credibly with retail agents, and can help agents identify when Annex is the right market for a placement.

Annex already has a large and growing agent base across homeowners and flood, which gives us a natural distribution path into higher-value homeowners opportunities.

The ideal candidate likely comes from a private client, high-value homeowners, underwriting, wholesale brokerage, or specialty property background and wants to move into a more commercial, market-facing role.

What You’ll Do
  • Drive awareness and adoption of Annex’s High Value Homeowners product among targeted retail agents and agency partners, both within Annex’s existing agent base and through new market development
  • Help agents understand appetite, coverage fit, submission quality, and when to use Annex
  • Build relationships with agents who regularly place higher-value or catastrophe-exposed homes
  • Review incoming opportunities and help agents determine whether a risk is a good fit
  • Partner with underwriting and technology teams to improve submission quality, reduce friction, and create a better agent experience
  • Run product trainings, office hours, and targeted outreach for high-value homeowners producers
  • Provide market feedback on pricing, appetite, competition, and agent needs
  • Help develop agent-facing materials, talking points, and examples that make the product easier to understand and sell
  • Work with the broader Annex team to shape the go-to-market strategy for High Value Homeowners

What We’re Looking For
  • Experience in private client, high-value homeowners, personal lines property, wholesale brokerage, underwriting, or specialty property insurance
  • Strong understanding of how higher-value homeowners risks are placed, especially when admitted or traditional private client markets have limited appetite, cumbersome submission requirements, or slow turnaround times
  • Ability to communicate clearly with retail agents and explain appetite, underwriting considerations, and placement strategy
  • Commercial instincts and interest in moving into a more market-facing role
  • Comfort working in a fast-moving, early-stage environment
  • Strong judgment, follow-through, and ability to build trust with agents
  • Interest in helping build a product and market presence, not just manage an existing book

Nice to Have
  • Experience with E&S homeowners, coastal property, wildfire, or catastrophe-exposed risks
  • Prior underwriting or placement experience with private client / HNW property
  • Existing relationships with retail agents, wholesalers, or private client teams
  • Experience running agent trainings or market-facing product conversations
  • What Success Looks Like
  • More targeted agents understand when to use Annex for higher-value homes
  • Higher-quality High Value Homeowners submissions increase
  • Agents view Annex as a credible option for difficult higher-value placements
  • Annex develops a clearer and more repeatable go-to-market motion for the high-value segment

Candidate Profile
This role is a strong fit for someone who has technical credibility in higher-value homeowners insurance and wants to become more commercial.

Examples of backgrounds that may fit:
  • Private client underwriter looking to become more market-facing
  • High-value / HNW homeowners placement specialist
  • Wholesale brokerage associate focused on personal lines property
  • Private client account executive or advisor with strong technical instincts
  • Specialty property underwriter with agent-facing experience

Skills Required

  • Experience in private client, high-value homeowners, personal lines property, wholesale brokerage, underwriting, or specialty property insurance
  • Strong understanding of how higher-value homeowners risks are placed when traditional markets have limited appetite or slow turnarounds
  • Ability to communicate clearly with retail agents and explain appetite, underwriting considerations, and placement strategy
  • Commercial instincts and interest in a market-facing role
  • Comfort working in a fast-moving, early-stage environment
  • Strong judgment, follow-through, and ability to build trust with agents
  • Interest in helping build a product and market presence, not just manage an existing book
  • Experience with E&S homeowners, coastal property, wildfire, or catastrophe-exposed risks
  • Prior underwriting or placement experience with private client / HNW property
  • Existing relationships with retail agents, wholesalers, or private client teams
  • Experience running agent trainings or market-facing product conversations
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The Company
12 Employees
Year Founded: 2019

What We Do

Annex Risk is a technology-forward insurance startup that specializes in providing homeowners and flood insurance for properties in high-risk, catastrophe-exposed, and coastal areas. By leveraging sophisticated algorithmic underwriting and API-centric technology, the company enables retail insurance agents to quote and bind complex policies in minutes, aiming to address the scarcity of underwriting capacity in the $15-20 billion high-risk homeowners market.

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