Senior Private Client Relationship Manager

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

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Job summary

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

You will build lasting client partnerships, manage complex personal lines, and collaborate with underwriters and specialists to deliver risk management guidance.

Qualifications

• 7–10 years of experience in personal lines insurance focusing on high-net-worth clients.
• Valid Property & Casualty license is required.
• Demonstrated ability to build and maintain strong client relationships and exceed service expectations.
• Ability to present tailored insurance solutions and risk management guidance.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency with MS Office and agency management systems.

Responsibilities

• Assess clients' risk profiles and identify personal lines insurance requirements across multiple coverages.
• Cultivate and maintain long-term relationships with a portfolio of high-net-worth individuals and families.
• Develop and present tailored insurance solutions with policy structures, coverage limits, and premium considerations.
• Serve as the primary point of contact for clients, providing proactive communication and timely issue resolution.
• Collaborate with underwriters, claims adjusters, and other specialists to ensure optimal client service.
• Stay informed on industry trends to provide informed advice and innovative solutions.
• Identify cross-selling and upselling opportunities within existing clients.
• Participate in new business development activities through networking and prospecting.
• Prepare and deliver client presentations, proposals, and renewal documents with accuracy.

Skills

Relationship management

HNWI clients

P&C license

Communication

Presentation skills

Insurance expertise

MS Office

Education

Bachelor's degree

Tools

Agency management systems

MS 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

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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”.