Private Client Relationship Manager

Brown & Brown Insurance

. Build and maintain constructive and effective relationships with internal and external clients for an assigned book of business .

Posted 11/9/2026full-timeIrvine • 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 articulate insurance products to clients and underwriters. Proven experience in client management, retention strategies, and effective communication within the insurance industry.

Highest-signal resume keywords

Personal Lines Client ManagementP&C Brokers’ LicenseInsurance Agency Management SystemsPrivate Client UnderwritingMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Coverage AnalysisQuotations for Additional CoveragesAccount Rounding ActivitiesCarrier Renewals PreparationDocumentation of Proposals

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationExceptional OrganizationTime-Management SkillsAbility to Work Under Pressure

Tools & Technologies

AMS 360WorkSmartEPIC

Certifications & Qualifications

Valid P&C Brokers’ License

Industry Keywords

Client RetentionMarketplace TrendsBest PracticesService RequestsClaims Issues

About the role

Key responsibilities & impact

Build and maintain constructive and effective relationships with internal and external clients for an assigned book of business
Service and retain existing accounts to mitigate client risk and exposure
Maintain system records of service, marketing, and policy communications in the agency management system
Respond to client inquiries, service requests, and claims issues within established timelines
Participate in retention of renewal business
Execute coverage analysis, identify coverage gaps, provide quotations for additional coverages, and document proposals and client decisions
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 other duties assigned by the PCS Regional Leader

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