Private Client Relationship Manager

Brown & Brown Insurance

. Build and maintain constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business .

Posted 11/10/2026full-timeWalnut Creek • California • United StatesMid-LevelSenior💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of Private Client underwriting and coverage, with a strong ability to manage client relationships effectively. Proficient in insurance agency management systems and skilled in communication, organization, and time management.

Highest-signal resume keywords

Personal Lines Client Management ExperienceValid P&C Brokers’ LicenseProficient In AMS 360, WorkSmart, And EPICExtensive Knowledge Of Private Client UnderwritingExcellent Verbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementCoverage AnalysisPolicy DocumentationQuotations PreparationAccount Retention StrategiesNegotiation SkillsMarket AnalysisUnderwriting ProceduresTime ManagementOrganizational Skills

Soft Skills

Effective CommunicationFlexibility Under PressureProblem-SolvingInterpersonal SkillsAdaptability

Tools & Technologies

AMS 360WorkSmartEPICMicrosoft Office Suite

Certifications & Qualifications

P&C Brokers’ License

Industry Keywords

Private Client InsuranceCoverage GapsRenewal BusinessClient RetentionInsurance Best Practices

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years’ Personal Lines client management experience
Valid P&C brokers’ license
Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
Extensive knowledge of Private Client underwriting, coverage and procedures
Ability to clearly articulate these products/coverages to clients and underwriters
Understanding of marketplace trends and best practices to best meet clients’ needs
Possess excellent verbal and written communication skills
Demonstrate proficiency in computer applications, especially Microsoft Office Suite
Flexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing priorities
Exceptional organization and time-management skills

Benefits

Comp & perks

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off
Holidays
Preferred Partner Discounts