High Net Worth Personal Lines Client Manager- Leadership Track

This opportunity is designed for a Personal Lines professional who wants depth, autonomy, and meaningful client relationships—not a call-center service model. You’ll work within a Private Client Group supporting sophisticated personal insurance programs, where critical thinking, proactive guidance, and long-term relationship management truly matter.
For the right individual, this role also offers a clear path to leadership, with the opportunity to mentor others, influence best practices, and grow into a management role.

Must have experience working in New England-area states
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This role offers the chance to manage your own book of high-value clients, collaborate with a supportive internal team, and focus on advisory-level service rather than constant transaction churn.

• Analyze complex personal risks and exposures to design thoughtful, customized insurance solutions
• Manage and retain a dedicated Private Client Group book—no round-robin client assignments
• Quote new and renewal business across all personal lines coverages
• Identify and execute cross-sell and account-rounding opportunities
• Handle service activities, including new business, renewals, endorsements, cancellations, and rewrites
• Prepare proposals and summaries of insurance for client review
• Proactively follow up with clients, prospects, and carriers to resolve coverage or service issues
• Meet with clients virtually and in person, when appropriate
• Provide service support for additional private clients as needed
• Stay current on private client carriers, products, and market trends
• Deliver polished presentations and communicate confidently with discerning clients
• Navigate challenging situations with professionalism and discretion
• Follow established workflows and procedures using Applied EPIC, Microsoft Office Suite, Docu Sign, and related tools
• Maintain strong attention to detail in a fast-paced, relationship-driven environment

• Private Client Focus:
  Work with an intellectually engaging book of business, including complex risks and specialty coverages
• Built-In Support:
  Processing and claims assistance allow you to focus on client strategy and service
• Autonomy:
  Hands-off leadership style built on trust, accountability, and communication
• Growth-Oriented:
  Ongoing education, mentorship, and long-term career development
• Team Culture:
  Collaborative, approachable, and people-first, with regular team events and celebrations
• Stability:
  Backed by an organization with decades of experience and a strong reputation for service excellence

If interested, apply, and MGA would be happy to schedule a brief conversation to learn more about your background and share additional details about the opportunity.