Senior Private Client Advisor – High-Net-Worth Risk & Wealth

Risk Strategies Company; Boston (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

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

You will conduct needs assessments, cultivate long-term relationships, present policy options, collaborate with underwriters and claims teams, and pursue new business development while staying current on industry trends.

Qualifications

• Bachelor’s degree in business, finance, or a related field is required.
• Valid Property & Casualty license is required.
• Experience in complex personal insurance products (homeowners, auto, umbrella, fine art, jewelry) preferred.

Responsibilities

• Conduct comprehensive needs assessments to identify clients' risk profiles and insurance requirements.
• Cultivate and maintain long-term relationships with high-net-worth individuals and families.
• Develop and present tailored insurance solutions with policy structures and premium considerations.
• Serve as the primary client contact, providing proactive communication and issue resolution.
• Collaborate with underwriters, claims adjusters, and specialists to ensure seamless service.
• Stay informed on market trends and new products to offer innovative solutions.
• Identify cross-selling and upselling opportunities within the client base.
• Participate in new business development activities to expand the portfolio.
• Prepare and deliver client presentations, proposals, and renewal documents.

Skills

Relationship management

High-net-worth focus

Personal lines insurance

Communication skills

MS Office

Client presentations

Education

Bachelor’s degree

Job description

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

You will conduct needs assessments, cultivate long-term relationships, present policy options, collaborate with underwriters and claims teams, and pursue new business development while staying current on industry trends.