High Net Worth Account Executive

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.

Key Responsibilities Include:

• 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

Qualifications:

• Active Massachusetts Property & Casualty license (required)
• Minimum of 5 years of personal lines insurance experience, specifically focused on private client/high net worth coverages
• Worked with carriers like AIG, Chubb, Cincinnati, Pure, et.al.
• Experience with Epic or similar account management system
• Strong communication and interpersonal skills
• Highly organized with attention to detail
• Team-oriented with a client-first mindset