Private Client Account Executive

Job Description

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 is designed for a licensed insurance professional with a strong background in high-net-worth personal lines, a polished client-facing presence, and the ability to deliver a white-glove service experience.

The Private Client Account Executive will serve as a trusted advisor to discerning clients, handling complex insurance needs while supporting relationship expansion through thoughtful, consultative conversations. This position blends advanced account management with selective sales responsibilities and works closely with agency leadership and carrier partners.

Risman Insurance Agencies is headquartered in Medford, MA, with additional offices in Tewksbury, Danvers, and Burlington. Employees may work out of Medford or Tewksbury. After onboarding, employees are eligible for one work-from-home day per week.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

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

Requirements

• 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
• Experience with AMS360 or similar agency management system preferred
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Comfort participating in consultative sales conversations
• Interest in long-term growth within a Private Client or advisory-focused role

Risman Insurance Agencies values professionalism, trust, and long-term client relationships.