Private Client Advisor — Hybrid & Growth

Howden; Boston (MA); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Flexible PTO

Parental Leave

Life Insurance

Disability Insurance

Job summary

Howden in Boston seeks a seasoned Middle Market - Private Client Account Manager to oversee a portfolio of personal lines and high-value accounts. You will coordinate new business, renewals, and endorsements, while collaborating with producers, underwriters, and carriers to deliver tailored solutions.

You will build trusted client relationships, ensure accurate records, and drive retention and growth through proactive service and timely, detailed communications.

Qualifications

• Demonstrated experience managing or servicing personal lines, private client, or high-value personal insurance accounts within a brokerage or agency environment.
• Working knowledge of personal insurance products, policy forms, coverage concepts, carrier processes, renewals, endorsements, and account documentation.
• Ability to manage multiple accounts and deadlines while maintaining accuracy, responsiveness, and strong attention to detail.
• Client-focused professional with sound judgment and proactive service mindset.
• Strong analytical and problem-solving skills with the ability to review coverage information and coordinate solutions.

Responsibilities

• Manage an assigned portfolio of personal lines and private client accounts, providing timely, accurate, and professional service throughout the policy lifecycle.
• Coordinate new business, renewal, endorsement, cancellation, and remarketing activity within established service timelines.
• Review client exposures, coverage, terms, limits, and exclusions and discuss items with clients, producers, or carriers.
• Prepare renewal materials, coverage summaries, proposals, and applications with producers and carriers.
• Obtain quotes and options from markets and present suitable solutions to clients.
• Process policy changes, certificates, and billing inquiries while maintaining records in the agency system.
• Monitor renewal milestones, open items, and carrier requirements; escalate concerns promptly.

Skills

Personal lines

Private client

High-value accounts

Account management

Policy administration

Client service

Attention to detail

Education

Active Property & Casualty license

Brokerage experience

Bachelor's degree preferred

Tools

Agency management system

MS Office

Job description

Howden in Boston seeks a seasoned Middle Market - Private Client Account Manager to oversee a portfolio of personal lines and high-value accounts. You will coordinate new business, renewals, and endorsements, while collaborating with producers, underwriters, and carriers to deliver tailored solutions.

You will build trusted client relationships, ensure accurate records, and drive retention and growth through proactive service and timely, detailed communications.