Summit Bridge Partners · 20 hours ago
High Net Worth Account Executive
Worcester, MA
Full-time
Hybrid
Senior Level
$75K/yr - $95K/yr
5+ years expSummit Bridge Partners is an award-winning independent agency recognized for its focus on service and employee development. They are seeking a detail-oriented High Net Worth Account Executive to manage and service a book of high net worth clients, providing personalized support and guidance.
Staffing & Recruiting
Hiring Manager
Jess Osborne DiLucia
Responsibilities
Manage a private client book of business (multi-home policies, inland marine, domestic employees, luxury autos, etc.)
Handle renewals, policy changes, billing inquiries, endorsements, and cancellations, providing white glove service
Quote new business and re-market renewals as needed
Maintain organized and accurate records in the agency management system
Provide coverage advice tailored to high net worth client needs and risk profiles
Work closely with producers, support staff, and carriers
Stay informed on industry trends and underwriting guidelines
Qualification
Required
Active Massachusetts Property & Casualty license (required)
Minimum of 5 years of personal lines insurance experience, specifically focused on private client/high net worth coverages
Worked with carriers like AIG, Chubb, Cincinnati, Pure, et.al
Experience with Epic or similar account management system
Strong communication and interpersonal skills
Highly organized with attention to detail
Deadline driven
Team-oriented with a client-first mindset
Benefits
Subsidized continuing education and licensing support
Flexible hybrid work model with 3 days in-office, 2 remote
Company
Summit Bridge Partners
Welcome to SUMMIT BRIDGE PARTNERS! We're not just another recruitment firm; we're your dedicated partner in navigating the world of talent sourcing and career advancement in Property & Casualty and Group Benefits.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase