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 Private Client Advisor to join the team: someone who brings a consultative mindset, strong technical expertise, and a passion for delivering exceptional service. As a Senior Private Client Advisor, 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 growth
- Maintain 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 Applied Epic
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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