Senior Private Client Relationship Manager (Insurance)

Location: Remote - Massachusetts

Salary: $80,000–$120,300 annually

Company

Brown & Brown provides insurance services and supports a merit-based culture focused on customer outcomes.

What you will do

• Assess the risk profiles and insurance needs of high-net-worth individuals and families across personal lines, specialty coverages, and excess liability.
• Manage long-term client relationships and serve as the primary point of contact for inquiries, communications, and issue resolution.
• Develop and present tailored insurance solutions covering policy structures, limits, premiums, homeowners, auto, umbrella, fine art, jewelry, and other specialty risks.
• Collaborate with underwriters, claims adjusters, and internal specialists to deliver effective client outcomes.
• Monitor industry trends, market changes, and product offerings to provide informed risk management guidance.
• Identify cross-selling, up-selling, networking, and prospecting opportunities to grow the private client portfolio.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• 7–10 years of personal lines insurance experience, including substantial work with high-net-worth clients.
• Valid Property & Casualty insurance license.
• Demonstrated expertise in complex personal insurance products and specialty coverages.
• Strong client relationship management, communication, interpersonal, and presentation skills.
• Proficiency with agency management systems and Microsoft Office Suite.

Nice to have

• Professional designation such as CPCU, CPRIA, CISR, or AAI.

Culture & Benefits

• Medical, prescription, dental, vision, life, and disability insurance.
• Employee Stock Purchase Plan, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, and preferred partner discounts.
• Benefits and eligibility may vary by subsidiary and geographic location.