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Senior Account Executive- Private Client Group

Job Description - Senior Account Executive- Private Client Group


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.



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