Private Client Relationship Manager

Brown & Brown Insurance • Walnut Creek, CA

1d • $90,000 - $100,000

About The Position

The Private Client Relationship Manager develops and maintains cohesive client relationships, serving as a strategic advisor for coverage-related inquiries and analysis. The role drives renewal efforts, partners with producers on prospective marketing initiatives, educates clients about protection limitations and opportunities, and supports enterprise growth through cross-sell and up-sell initiatives.

Requirements

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

Nice To Haves

• College degree.
• Industry-specific designations such as CAPI, CPRIA, CIC, or similar.
• Proficiency in insurance agency management systems; AMS 360, WorkSmart, and EPIC are preferred.

Responsibilities

• Build and maintain constructive, effective relationships with internal and external clients, meeting or exceeding service expectations for an assigned book of business.
• Actively service and retain existing accounts to mitigate client risk and exposure.
• Maintain agency management system records of service, marketing, and policy communications with clients and carriers, including documenting and updating electronic files.
• Respond to client inquiries, service requests, and claims issues within established timelines.
• Participate in the retention of renewal business.
• Execute coverage analysis, enlist other departments when applicable, notify clients of coverage gaps, provide quotations for additional coverage, and document proposals and client acceptance or declination in the agency management system.
• Interact with Producers and PCS Leaders to make coverage recommendations and participate in account rounding activities.
• Market, analyze, negotiate, and prepare carrier renewals, including alternative renewal options.
• Perform other duties assigned by the PCS Regional Leader as needed.

Benefits

• Medical and prescription drug coverage.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Disability insurance.
• Employee stock purchase plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off.
• Paid holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed