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Risman Insurance Agencies · 5 days ago

Private Client Account Executive

Tewksbury, MA

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $250K/yr

5+ years exp

Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role involves serving as a trusted advisor, handling complex insurance needs, and delivering a white-glove service experience to discerning clients.

Auto InsuranceInsuranceProperty Insurance

Responsibilities

Serve as the primary relationship manager for a portfolio of high-net-worth and high-value personal insurance clients

Manage renewals, endorsements, billing inquiries, and claims coordination with a high level of discretion and responsiveness

Conduct comprehensive coverage reviews and risk discussions

Design and recommend tailored insurance programs across multiple personal lines

Prepare submissions, review quotes, and negotiate coverage with high-value carriers such as Cincinnati Insurance, PURE, AIG, Vault, Chubb and similar markets

Present coverage strategies and recommendations in a confident, professional, and client-friendly manner

Identify opportunities for account rounding, cross-selling, and referral-based growth

Maintain accurate and detailed documentation in AMS360

Collaborate with leadership, producers, and carrier partners on complex accounts

Occasionally meet with clients in person or participate in client meetings as needed

Deliver a consistently polished, proactive, and high-touch client experience

Qualification

Property & Casualty licensePersonal lines insuranceHigh-net-worth clientsComplex coverages understandingAMS360 proficiencyMicrosoft Office proficiencySales conversationsCommunication skillsRelationship-building skillsAttention to detail

Required

Active Property & Casualty license required

5+ years of personal lines insurance experience, with a focus on high-value or high-net-worth clients

Proven experience working with high-value carriers (e.g., Chubb, AIG, Cincinnati Insurance, Vault, PURE, or similar)

Strong understanding of complex personal lines coverages, including high-value homes, umbrellas, secondary residences, collections, and excess liability

Excellent communication, presentation, and relationship-building skills

Professional, polished demeanor appropriate for high-net-worth clientele

High level of attention to detail and discretion with sensitive client information

Ability to manage multiple priorities while maintaining exceptional service standards

Comfort participating in consultative sales conversations