We're partnering with a well-established independent insurance brokerage seeking an experienced Personal Lines Account Manager to join its growing Private Client team. This is an outstanding opportunity for an insurance professional with experience servicing affluent and high-net-worth clients who enjoys building long-term relationships while delivering exceptional client service.

Compensation & Benefits

• Salary: $85,000–$90,000, depending on experience
• Comprehensive medical, dental, and vision insurance
• 401(k) with company contribution
• Generous PTO and paid holidays
• Continuing education and professional development
• Long-term career growth with a respected independent brokerage

Responsibilities

• Manage a book of high-net-worth and private client personal lines accounts
• Serve as the primary point of contact, delivering proactive, concierge-level service
• Market new and renewal business with premier carriers and wholesale markets
• Prepare proposals, renewals, endorsements, policy changes, and coverage comparisons
• Conduct annual policy reviews and recommend coverage enhancements based on evolving client needs
• Resolve complex coverage, billing, and claims issues while advocating for clients
• Identify cross-selling and account-rounding opportunities
• Maintain accurate documentation and account activity within the agency management system
• Partner closely with Producers and mentor junior team members as needed

What They're Looking For

• 3+ years of Personal Lines Account Management experience within an independent insurance agency or brokerage
• Experience servicing Private Client or High-Net-Worth accounts required
• Entertainment industry client experience highly preferred
• Strong knowledge of homeowners, auto, umbrella, valuable articles, excess liability, and specialty personal lines coverages
• Experience working with premier carriers such as CHUBB, PURE, Cincinnati, Vault, AIG/PCS, Mercury, Travelers, Safeco, Progressive, and Nationwide
• Familiarity with the California FAIR Plan and wholesale markets including Monarch, RT Specialty, Burns & Wilcox, and Amwins
• Applied Epic experience strongly preferred
• Excellent communication, organizational, and relationship management skills
• Active California Property & Casualty License required