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.

Salary Range: $85,000.00 - $250,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

• 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.

• 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

Risman Insurance Agencies is a well-established, independent insurance agency serving individuals, families, and businesses across Massachusetts. We provide personalized insurance solutions across personal lines, commercial lines, and private client services, with a strong focus on long-term relationships and thoughtful risk management.

Our team is built on experience, collaboration, and integrity. We believe great insurance starts with understanding our clients’ needs and delivering solutions that protect what matters most—today and into the future. As an independent agency, we work with a wide range of carriers, allowing our team to design coverage that truly fits each client.

Risman Insurance Agencies continues to grow by investing in our people, our processes, and our technology—creating an environment where professionals can do their best work and build meaningful careers.

At Risman Insurance Agencies, we’re intentional about the kind of team we build. We’re looking for professionals who take pride in their work, value collaboration, and want to grow within a supportive, forward-thinking agency.

What Sets Us Apart

• Career Growth: Opportunities for advancement, professional development, and long-term career paths
• Team-Oriented Culture: A collaborative environment where service, sales, and leadership work together
• Established & Respected: A strong reputation as a trusted independent agency in Massachusetts
• Client-Focused Approach: Emphasis on relationships, education, and smart insurance solutions
• Supportive Infrastructure: Strong processes, technology, and carrier partnerships that help you succeed

We’re not just filling positions—we’re building a team of dedicated professionals who want to grow, contribute, and make a meaningful impact for clients and each other.