Private Client Manager

Brown & Brown; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Brown & Brown is seeking a Senior Private Client Relationship Manager to join our Private Client team in Boston. You will serve as a trusted advisor to high-net-worth individuals, delivering customized insurance solutions and exceptional client service.

This role focuses on building long-term relationships, assessing complex risk exposures, collaborating with underwriters and specialists, and presenting renewal strategies while identifying cross-sell opportunities.

Qualifications

• Bachelor's degree in Business, Finance, or related field preferred.
• 7-10+ years of personal lines insurance experience focusing on high-net-worth/private client accounts.
• Valid Property & Casualty License required.
• Knowledge of homeowners, auto, umbrella, fine art, jewelry, and specialty coverages.

Responsibilities

• Conduct risk assessments to identify clients' insurance needs across personal lines and specialty coverages.
• Build and maintain relationships with high-net-worth individuals and families.
• Develop and present customized insurance solutions and risk management guidance.
• Address client inquiries, resolve issues, and ensure exceptional service.
• Collaborate with underwriters, claims, and internal specialists for optimal outcomes.
• Prepare renewal strategies, client presentations, proposals, and policy documentation.
• Identify opportunities to cross-sell additional insurance products and services.
• Support new business development through networking and referrals.

Skills

Relationship management

High-net-worth client service

Communication skills

Presentation skills

Cross-selling

MS Office

Education

Bachelor's degree in Business/Finance or related

Tools

Agency management systems

Microsoft Office Suite

Job description

Brown & Brown is seeking a Senior Private Client Relationship Manager to join our Private Client team!

The Senior Private Client Relationship Manager will serve as a trusted advisor to high-net-worth individuals and families, delivering customized insurance solutions and exceptional client service. This position is responsible for building and maintaining long-term client relationships, assessing complex risk exposures, and partnering with internal teams to provide strategic insurance guidance and seamless service.

How You Will Contribute:

• Conduct comprehensive risk assessments to identify clients' unique insurance needs across personal lines and specialty coverages.
• Build, expand, and maintain strong relationships with high-net-worth individuals and families, serving as their primary point of contact.
• Develop and present customized insurance solutions, providing guidance on coverage structures, limits, and risk management strategies.
• Proactively address client inquiries, resolve issues, and ensure an exceptional service experience.
• Collaborate with underwriters, claims professionals, and internal specialists to deliver optimal client outcomes.
• Prepare renewal strategies, client presentations, proposals, and policy documentation with accuracy and professionalism.
• Identify opportunities to cross-sell and expand client relationships through additional insurance products and services.
• Support new business development efforts through networking, prospecting, and referrals.
• Stay informed of industry trends, emerging risks, and marketplace developments to provide relevant client recommendations.
• Maintain agency management systems and client records while ensuring compliance with company standards and procedures.

Skills & Experience to be Successful:

• Bachelor's degree in Business, Finance, or a related field preferred.
• 7-10+ years of personal lines insurance experience, with a strong focus on high-net-worth or private client accounts.
• Valid Property & Casualty Insurance License required.
• Extensive knowledge of complex personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and specialty coverages.
• Proven ability to build and maintain trusted client relationships while delivering exceptional service.
• Strong communication, presentation, and interpersonal skills with the ability to explain complex insurance concepts clearly.
• Proficient with agency management systems and Microsoft Office Suite.
• Professional designations such as CPCU, CPRIA, CISR, or AAI are preferred.
• Ability to maintain a high level of confidentiality and professionalism

Pay Range

$80,000 - $120,300 Annual

The pay range provided above is made in good faith and reflects the minimum and maximum annual salary for this position. Compensation is based on several factors, including experience, skills, geographic location, and internal equity. Final compensation will be determined based on the selected candidate's qualifications and the needs of the business.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.