Senior Private Client Relationship Manager

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

We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate brings deep expertise in complex personal lines insurance, a relationship first approach, and a proven ability to build lasting client partnerships while providing strategic risk management guidance.

Your Impact:

• Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability).
• Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families.
• Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations.
• Act as the primary point of contact for clients, providing proactive communication, handling inquiries, and resolving issues efficiently and effectively.
• Collaborate with internal teams, including underwriters, claims adjusters, and other specialists, to ensure seamless client service and optimal outcomes.
• Stay abreast of industry trends, market changes, and new product offerings to provide informed advice and innovative solutions to clients.
• Identify opportunities for cross-selling and up-selling additional insurance products and services to existing clients.
• Participate in new business development activities, including networking and prospecting, to expand the private client portfolio.
• Prepare and deliver client presentations, proposals, and renewal documents with accuracy and professionalism.

Successful Candidate Will Have:

• Bachelor’s degree in business, finance, or a related field.
• Minimum of 7-10 years of experience in personal lines insurance, with a strong focus on high-net-worth clients.
• Valid Property & Casualty insurance license is required.
• Demonstrated expertise in complex personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialty coverages.
• Proven track record of building and maintaining strong client relationships and exceeding service expectations.
• Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
• Proficiency in agency management systems and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Professional designations such as CPCU, CPRIA, CISR, or AAI are a plus.

About Brown & Brown, Inc.

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.