Senior Private Client Advisor – High-Net-Worth Insurance

Risman; Tewksbury (MA); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

Risman Insurance Agencies seeks an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role targets a licensed professional with a strong background in high-net-worth personal lines and a polished client-facing presence, delivering white-glove service.

The role blends advanced account management with selective sales responsibilities, working with leadership and carrier partners.

Qualifications

• 5+ years of personal lines insurance experience focusing on high-net-worth clients.

Responsibilities

• Serve as the primary relationship manager for high-net-worth clients.
• Manage renewals, endorsements, billing inquiries, and claims coordination with discretion.
• Conduct coverage reviews and risk discussions.
• Design and recommend tailored personal insurance programs across multiple lines.
• Prepare submissions, review quotes, and negotiate with carriers.

Skills

Relationship management

High-net-worth

Client communication

Policy submissions

AMS360

Tools

AMS360

Microsoft Office

Job description

Risman Insurance Agencies seeks an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role targets a licensed professional with a strong background in high-net-worth personal lines and a polished client-facing presence, delivering white-glove service.

The role blends advanced account management with selective sales responsibilities, working with leadership and carrier partners.