Senior Private Client Relationship Manager

Risk Strategies Company

Senior Private Client Relationship Manager at Brown & Brown, advising high-net-worth individuals on insurance solutions and risk management. Build lasting client partnerships and deliver exceptional service.

Posted 7/9/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesSenior💰 $80,000 - $120,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal lines insurance for high-net-worth clients, with a strong focus on relationship management, tailored insurance solutions, and effective communication. Proficient in agency management systems and maintaining up-to-date knowledge of industry trends and products.

Highest-signal resume keywords

Personal Lines Insurance ExpertiseClient Relationship ManagementProperty & Casualty Insurance LicensePresentation SkillsAgency Management Systems Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Complex Personal Insurance ProductsHomeowners InsuranceAuto InsuranceUmbrella InsuranceFine Art InsuranceJewelry InsuranceCross-SellingUp-SellingNeeds AssessmentMarket Analysis

Soft Skills

Communication SkillsInterpersonal SkillsProblem-Solving SkillsNetworking SkillsClient Service Orientation

Tools & Technologies

Microsoft Office SuiteAgency Management Systems

Certifications & Qualifications

CPCUCPRIACISRAAI

Industry Keywords

High-Net-Worth ClientsInsurance RequirementsRisk ProfilesInsurance SolutionsClient PresentationsRenewal DocumentsService ExpectationsInsurance TrendsPortfolio ManagementBusiness Development

About the role

Key responsibilities & 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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development