Senior Account Executive- Private Client Group

Deland, Gibson Insurance Associates; Wellesley (MA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonus

Medical, dental, vision insurance

401(k)

Generous PTO

Hybrid work environment

Job summary

Deland, Gibson Insurance Associates is seeking a Senior Account Executive for the Private Client 1900 team to serve as trusted advisor for high-net-worth clients. You will design and evolve sophisticated personal insurance programs that cover homeowners, auto, umbrella, and valuable articles, ensuring white-glove service across complex needs.

This role offers autonomy and collaboration with top carriers, a concierge-level client experience, and growth opportunities within a hybrid Massachusetts

Qualifications

• 5+ years of Personal Lines insurance experience focusing on high-net-worth or complex accounts.
• Deep knowledge of coverage structures, risk management, and carrier markets.
• Experience handling high-value homes, multi-property portfolios, and layered liability programs.
• Massachusetts Property & Casualty license.
• Excellent communication and relationship-management skills.
• Proficiency with agency management systems (Applied Epic preferred).

Responsibilities

• Manage and advise a portfolio of high-net-worth clients as the primary contact.
• Design and oversee comprehensive insurance programs including homeowners, auto, umbrella, and valuable articles.
• Conduct in-depth coverage reviews and identify gaps, risks, and optimization opportunities.
• Develop renewal and remarketing strategies aligned with client needs and market conditions.
• Partner with top-tier carrier partners specializing in high-value risks.
• Deliver a concierge-level client experience with responsiveness and accuracy.
• Collaborate with Producers and internal teams to support retention and growth; maintain documentation in agency systems.

Skills

Client relationship management

Communication

Ownership & accountability

Attention to detail

Tools

Applied Epic

Job description

Deland, Gibson is a Five Star Accredited Insurance Agency and a recognized Best Agency to Work For by Insurance Journal. With over a century of experience, we are known for delivering tailored risk management solutions and a high-touch client experience.

Our Private Client 1900 team specializes in serving high-net-worth individuals and families with complex insurance needs. We are seeking an experienced Senior Account Executive to join our Personal Lines 1900 team; someone who brings a consultative mindset, strong technical expertise, and a passion for delivering exceptional service.

As an Senior Account Executive, you will serve as a trusted advisor and primary relationship manager for a portfolio of high-net-worth clients. You will design, manage, and evolve sophisticated personal insurance programs, ensuring clients are well-protected while receiving a seamless, white-glove experience.

This role offers high visibility, autonomy, and the opportunity to work with complex, high-value risks in a collaborative and growth-oriented environment.

Key Responsibilities

• Manage and advise on a portfolio of high-net-worth clients, serving as their primary point of contact
• Design and oversee comprehensive insurance programs including homeowners, auto, umbrella, excess liability, and valuable articles
• Conduct in-depth coverage reviews and proactively identify gaps, emerging risks, and opportunities for optimization
• Develop and execute renewal and remarketing strategies aligned with client needs and market conditions
• Partner closely with top-tier carrier partners specializing in high-value and specialty risks
• Deliver a concierge-level client experience, ensuring responsiveness, accuracy, and proactive communication
• Collaborate with Producers and internal teams to support client retention, satisfaction, and growtMaintain accurate documentation and data integrity within agency systems

Qualifications

• 5+ years of Personal Lines insurance experience, with a strong focus on high-net-worth or complex accounts
• Deep understanding of coverage structures, risk management strategies, and carrier markets
• Experience managing high-value homes, multi-property portfolios, and layered liability programs
• Active Massachusetts Property & Casualty license
• Exceptional communication and relationship management skills
• High level of professionalism, discretion, and attention to detail
• Proficiency with agency management systems (Applied Epic preferred)

What Sets You Apart

• Consultative, client-first mindset with the ability to build long-term trusted relationships
• Strong ownership mentality with the ability to operate independently
• Ability to navigate complex client needs with confidence and clarity
• Passion for delivering a high-touch, personalized service experience

Why Join Deland, Gibson

• Work within a dedicated Private Client Group serving sophisticated, high-net-worth clients
• High level of autonomy and client ownership
• Collaborative, team-oriented culture with strong leadership support
• Access to leading carriers and complex coverage solutions
• Ongoing investment in professional development, certifications, and career growth
• Recognized as one of the Best Agencies to Work For

Compensation & Benefits

• Competitive base salary (commensurate with experience)
• Performance-based bonus opportunity
• Comprehensive benefits package including medical, dental, vision, and 401(k)
• Generous PTO and flexible, hybrid work environment

Our Core Values

• We Work with Urgency
• We Show Compassion
• We Are Life-Long Learners
• We Have Grit
• We Innovate

About Deland, Gibson

Established in 1900, Deland, Gibson has built a reputation as a trusted advisor to individuals and businesses across Massachusetts. We combine deep industry expertise with a forward-thinking approach to deliver exceptional client outcomes.