Private Client Insurance Account Manager
Listed on 2026-01-25
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Insurance
Insurance Sales, Insurance Agent, Property Insurance
Join a Five-Star Agency with a Focus on Service and Growth! Our client is seeking a service-oriented, detail-driven Personal Lines Account Manager to join their award-winning team. In this role, you’ll manage and service a book of high net worth clients, providing guidance, support, and a personalized experience that builds lasting relationships.
This isn’t just another agency job. You’ll be part of a well-established independent agency that’s been recognized as one of the Best Agencies to Work For by the Insurance Journal. They value collaboration, personal development, work-life balance, and employee longevity.
What Sets This Agency Apart:Award-Winning & Locally Respected: Recognized by Insurance Journal as a top place to work, because they invest in their people.
Proudly Independent: Growing fast with no plans to sell to a larger brokerage.
Supportive Team Culture: Experienced colleagues who help each other succeed.
Hybrid Flexibility: After the onboarding period, enjoy a flexible hybrid work model with 3 days in-office, 2 remote.
Career Development: Subsidized continuing education and licensing support.
People Stay: Employees have strong tenure and genuinely love where they work.
Manage a private client book of business (multi-home policies, inland marine, domestic employees, luxury autos, etc.)
Handle renewals, policy changes, billing inquiries, endorsements, and cancellations, providing white glove service
Quote new business and re-market renewals as needed
Maintain organized and accurate records in the agency management system
Provide coverage advice tailored to high net worth client needs and risk profiles
Work closely with producers, support staff, and carriers
Stay informed on industry trends and underwriting guidelines
Active Massachusetts Property & Casualty license (required)
Minimum of 5 years of personal lines insurance experience, specifically focused on private client/high net worth coverages
Experience with Applied Epic or similar account management system
Strong communication and interpersonal skills
Highly organized with attention to detail
Deadline driven
Team-oriented with a client-first mindset
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