Luxury Private Client Account Executive - Hybrid

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

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.