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High net worth Account manager 2026-22

Company

Martin Grant Associates, Inc.

Location

Boston, Massachusetts

Posted

July 07, 2026

Position Overview

A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium volumes ranging from $50,000 to $200,000+. This role is ideal for a service-driven insurance professional who enjoys building trusted client relationships while leveraging modern technology and strong internal support resources.

Prior experience working with high net worth personal lines clients is preferred.

The Job:

  • Manage a portfolio of high net worth and family office accounts with premium sizes ranging from $50,000 to $200,000+
  • Serve as the primary point of contact for clients, delivering a concierge-level service experience
  • Partner closely with producers and leadership to identify coverage enhancements, upsell opportunities, and account retention strategies

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