High Net Worth Account Executive

Summit Bridge Partners; Worcester (MA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Subsidized continuing education

Flexible hybrid work model

Supportive team culture

Job summary

An award-winning insurance agency in Worcester, Massachusetts, is seeking a Personal Lines Account Manager to manage a book of high net worth clients. In this role, you will provide exceptional service, handle policy management tasks, and offer tailored coverage advice. The agency values collaboration and professional growth, offering a hybrid work model after onboarding. Candidates must have an active Massachusetts Property & Casualty license and at least 5 years of relevant experience.

Qualifications

• Minimum of 5 years of personal lines insurance experience focused on private client/high net worth coverages.
• Worked with carriers like AIG, Chubb, Cincinnati, or Pure.
• Strong communication and interpersonal skills required.

Responsibilities

• Manage a private client book of business providing white glove service.
• Handle renewals, policy changes, and billing inquiries.
• Provide coverage advice tailored to client needs.

Skills

Personal lines insurance experience

Strong communication skills

Highly organized

Team-oriented

Education

Active Massachusetts Property & Casualty license

Tools

Epic or similar account management system

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
• Team-oriented with a client-first mindset