Senior Private Client Insurance Advisor

Brown & Brown, Inc.; Massachusetts; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical/Rx

Dental

Vision

Life Insurance

Disability Insurance

ESPP

401k

Student Loan Assistance

Tuition Reimbursement

Free Mental Health Services

Paid Time Off

Holidays

Preferred Partner Discounts

Job summary

Brown & Brown, Inc. in Massachusetts is seeking a Sr Private Clients Relationship Manager to serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service.

You will build lasting client partnerships, manage complex personal lines coverage, and collaborate with underwriters and specialists to ensure proactive, strategic risk management.

Qualifications

• Bachelor’s degree in business, finance, or related field.
• Minimum 7–10 years of experience in personal lines insurance for high-net-worth clients.
• Valid Property & Casualty license required.
• Expertise in homeowners, auto, umbrella, fine art, jewelry and other specialty coverages.
• Proven track record of building relationships and delivering service.
• Exceptional communication, interpersonal, and presentation skills.
• Proficiency in agency management systems and Microsoft Office Suite.
• Professional designations such as CPCU, CPRIA, CISR, or AAI are a plus.

Responsibilities

• Conduct needs assessments to identify clients’ risk profiles and insurance requirements across lines.
• Cultivate and maintain relationships with high-net-worth individuals and families.
• Develop and present tailored insurance solutions with policy structures and premiums.
• Act as primary contact for clients, providing proactive communication and issue resolution.
• Collaborate with underwriters, claims adjusters, and specialists to ensure optimal service.
• Stay informed on industry trends and new products to advise clients effectively.
• Identify cross-selling and upselling opportunities.
• Participate in new business development and prospecting to expand the private client portfolio.
• Prepare and deliver client presentations, proposals, and renewals.

Skills

Communication skills

Interpersonal skills

Presentation skills

Education

Bachelor’s degree in business, finance, or a related field

Property & Casualty insurance license

Tools

Agency management systems

Microsoft Office Suite

Job description

Brown & Brown, Inc. in Massachusetts is seeking a Sr Private Clients Relationship Manager to serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service.

You will build lasting client partnerships, manage complex personal lines coverage, and collaborate with underwriters and specialists to ensure proactive, strategic risk management.