Senior Account Executive- Private Client Group

Deland, Gibson
  • Wellesley, Massachusetts
    2 days ago

    Job Description

    Deland, Gibson is a Five Star Accredited Insurance Agency and a recognized Best Agency to Work For by Insurance Journal. With over a century of experience, we are known for delivering tailored risk management solutions and a high-touch client experience.
     
    Our Private Client 1900 team specializes in serving high-net-worth individuals and families with complex insurance needs. We are seeking an experienced Senior Account Executive to join our Personal Lines 1900 team; someone who brings a consultative mindset, strong technical expertise, and a passion for delivering exceptional service.
     
    As an Senior Account Executive, you will serve as a trusted advisor and primary relationship manager for a portfolio of high-net-worth clients. You will design, manage, and evolve sophisticated personal insurance programs, ensuring clients are well-protected while receiving a seamless, white-glove experience.
     
    This role offers high visibility, autonomy, and the opportunity to work with complex, high-value risks in a collaborative and growth-oriented environment.
     
    Key Responsibilities
    • Manage and advise on a portfolio of high-net-worth clients, serving as their primary point of contact
    • Design and oversee comprehensive insurance programs including homeowners, auto, umbrella, excess liability, and valuable articles
    • Conduct in-depth coverage reviews and proactively identify gaps, emerging risks, and opportunities for optimization
    • Develop and execute renewal and remarketing strategies aligned with client needs and market conditions
    • Partner closely with top-tier carrier partners specializing in high-value and specialty risks
    • Deliver a concierge-level client experience, ensuring responsiveness, accuracy, and proactive communication
    • Collaborate with Producers and internal teams to support client retention, satisfaction, and growtMaintain accurate documentation and data integrity within agency systems
    Qualifications
    • 5+ years of Personal Lines insurance experience, with a strong focus on high-net-worth or complex accounts
    • Deep understanding of coverage structures, risk management strategies, and carrier markets
    • Experience managing high-value homes, multi-property portfolios, and layered liability programs
    • Active Massachusetts Property & Casualty license
    • Exceptional communication and relationship management skills
    • High level of professionalism, discretion, and attention to detail
    • Proficiency with agency management systems (Applied Epic preferred)
    What Sets You Apart
    • Consultative, client-first mindset with the ability to build long-term trusted relationships
    • Strong ownership mentality with the ability to operate independently
    • Ability to navigate complex client needs with confidence and clarity
    • Passion for delivering a high-touch, personalized service experience
    Why Join Deland, Gibson
    • Work within a dedicated Private Client Group serving sophisticated, high-net-worth clients
    • High level of autonomy and client ownership
    • Collaborative, team-oriented culture with strong leadership support
    • Access to leading carriers and complex coverage solutions
    • Ongoing investment in professional development, certifications, and career growth
    • Recognized as one of the Best Agencies to Work For
    Compensation & Benefits
    • Competitive base salary (commensurate with experience)
    • Performance-based bonus opportunity
    • Comprehensive benefits package including medical, dental, vision, and 401(k)
    • Generous PTO and flexible, hybrid work environment
    Our Core Values
    • We Work with Urgency
    • We Show Compassion
    • We Are Life-Long Learners
    • We Have Grit
    • We Innovate
    About Deland, Gibson
    Established in 1900, Deland, Gibson has built a reputation as a trusted advisor to individuals and businesses across Massachusetts. We combine deep industry expertise with a forward-thinking approach to deliver exceptional client outcomes.

    Numbers & Facts

    LocationWellesley, Massachusetts
    Websitehttps://delandgibson.com/insurance-careers/

    Skills

    • Communication Skillsunmatched
    • Customer Experienceunmatched
    • Customer Retention/Renewalunmatched
    • Customer Satisfactionunmatched
    • Customer Support/Serviceunmatched
    • Data Qualityunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Epic Systemsunmatched
    • Health Informaticsunmatched
    • High Net Worthunmatched
    • Insuranceunmatched
    • Leadershipunmatched
    • Management Strategyunmatched
    • Project/Program Managementunmatched
    • Property Insuranceunmatched
    • Relationship Managementunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Service Deliveryunmatched
    • Team Playerunmatched

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