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Martin Grant Associates, Inc.1 day ago

High net worth Account manager 2026-22

Hybrid · Boston, Massachusetts, United States

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown

Job Summary

High Net Worth Account Manager responsible for managing a portfolio of high net worth and family office accounts with premium sizes ranging from $50,000 to $200,000+, delivering a concierge-level service experience, partnering with producers and leadership to identify coverage enhancements and upsell opportunities, leveraging AI-powered quoting tools to reduce turnaround times, and collaborating with an Assistant Account Manager, Resource Pro support team, and in-house Claims Advocate to streamline policy servicing, marketing with carriers/underwriters, and achieving client retention. The role supports a hybrid work environment with approximately two in-office days per month; teams are located throughout the Northeast and offices are based in Boston, MA.

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Martin Grant Associates, Inc.

High net worth Account manager 2026-22

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