Senior Private Client Relationship Manager

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

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Sr Private Clients Relationship Manager to join our growing team in Massachusetts. 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.

How you will Contribute

• 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.

Skills and Experience to be Successful

• 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).
• Preferred: Professional designations such as CPCU, CPRIA, CISR, or AAI are a plus.

Pay Range 80000 - 120300 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well‑Being

Health Benefits:

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance

Financial Benefits:

• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement

Mental Health & Wellness:

• Free Mental Health & Enhanced Advocacy Services

Beyond Benefits:

• Paid Time Off
• Holidays
• Preferred Partner Discounts and more

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high‑performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.