Private Client Relationship Manager (Personal Lines Insurance)

Location: Hybrid work in Walnut Creek, Santa Rosa, or Roseville, California, USA

Salary: $90,000–$100,000 annual

Company

Brown & Brown is an insurance organization focused on client service, coverage solutions, and account growth.

What you will do

• Build and maintain effective relationships with private clients, carriers, producers, and internal partners.
• Service and retain assigned personal lines accounts while mitigating client risk and exposure.
• Respond to client inquiries, service requests, and claims issues within established timelines.
• Analyze coverage, identify gaps, provide additional coverage quotations, and document recommendations and client decisions.
• Market, analyze, negotiate, and prepare carrier renewals, including alternative renewal options.
• Support account rounding, cross-sell, up-sell, and prospective marketing initiatives with Producers and PCS Leaders.

Requirements

• 5+ years of Personal Lines client management experience.
• Valid P&C brokers’ license.
• Extensive knowledge of Private Client underwriting, coverage, and procedures.
• Ability to clearly explain insurance products and coverages to clients and underwriters.
• Understanding of marketplace trends and best practices.
• Excellent verbal and written communication skills.
• Proficiency with computer applications, especially Microsoft Office Suite.
• Flexibility to work effectively under pressure while handling multiple tasks, interruptions, and changing priorities.
• Exceptional organization and time-management skills.

Nice to have

• College degree.
• Industry designations such as CAPI, CPRIA, CIC, or similar.
• Experience with AMS 360, WorkSmart, and EPIC.

Culture & Benefits

• Meritocratic culture emphasizing initiative and doing what is best for customers.
• Medical/Rx, dental, vision, life, and disability insurance.
• ESPP, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, preferred partner discounts, and other benefits; eligibility and offerings may vary.