Martin Grant Associates, Inc. · 6 days ago
High Net Worth Personal Lines Client Manager
Massachusetts, United States
Full-time
Hybrid
Mid LevelMartin Grant Associates, Inc. is seeking a Personal Lines professional to join their Private Client Group. The role involves managing a book of high-value clients, providing customized insurance solutions, and fostering long-term client relationships.
Staffing & Recruiting
Responsibilities
Analyze complex personal risks and exposures to design thoughtful, customized insurance solutions
Manage and retain a dedicated Private Client Group book—no round-robin client assignments
Quote new and renewal business across all personal lines coverages
Identify and execute cross-sell and account-rounding opportunities
Handle service activities, including new business, renewals, endorsements, cancellations, and rewrites
Prepare proposals and summaries of insurance for client review
Proactively follow up with clients, prospects, and carriers to resolve coverage or service issues
Meet with clients virtually and in person, when appropriate
Provide service support for additional private clients as needed
Stay current on private client carriers, products, and market trends
Deliver polished presentations and communicate confidently with discerning clients
Navigate challenging situations with professionalism and discretion
Follow established workflows and procedures using Applied EPIC, Microsoft Office Suite, DocuSign, and related tools
Maintain strong attention to detail in a fast-paced, relationship-driven environment
Qualification
Required
Must have experience working in New England-area states
Analyze complex personal risks and exposures to design thoughtful, customized insurance solutions
Manage and retain a dedicated Private Client Group book—no round-robin client assignments
Quote new and renewal business across all personal lines coverages
Identify and execute cross-sell and account-rounding opportunities
Handle service activities, including new business, renewals, endorsements, cancellations, and rewrites
Prepare proposals and summaries of insurance for client review
Proactively follow up with clients, prospects, and carriers to resolve coverage or service issues
Meet with clients virtually and in person, when appropriate
Provide service support for additional private clients as needed
Stay current on private client carriers, products, and market trends
Deliver polished presentations and communicate confidently with discerning clients
Navigate challenging situations with professionalism and discretion
Follow established workflows and procedures using Applied EPIC, Microsoft Office Suite, DocuSign, and related tools
Maintain strong attention to detail in a fast-paced, relationship-driven environment
Benefits
Hybrid work schedule or fully remote option available
Ongoing education
Mentorship
Long-term career development
Collaborative, approachable, and people-first, with regular team events and celebrations
Company
Martin Grant Associates, Inc.
Martin Grant Associates, Inc. is the oldest and most experienced Insurance Placement Firm in New England.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase