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High Net Worth Account Executive
High Net Worth Account ExecutiveSummit Bridge Partners • Boston, MA, United States
High Net Worth Account Executive

High Net Worth Account Executive

Summit Bridge Partners • Boston, MA, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

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
  • Deadline driven
  • Team-oriented with a client-first mindset
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