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Accounting Manager
Best Western Plaza Hotel
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…experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and…
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Senior Media Sales Account Executive
Marriott
Bethesda, MD
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Coordinator, Public Relations
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Santa Monica, CA
- $31.25 to $33.66 USD / hour
Monitor media, track coverage, and prepare press clipping reports.
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Brown & Brown, Inc

Private Client Relationship Manager

Irvine, CA, United States
Santa Rosa, CA, United States
Roseville, CA, United States
Walnut Creek, CA, United States

$90,000 to $100,000 USD / year

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Job details

Pay: $90,000 to $100,000 USD / year
Experience: 5+ years’ Personal Lines client management experience
Posting language: English
Posted: Nov 9, 2026

Original job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.

Primary Responsibilities and Duties:

Building and maintaining 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
Participating in the retention of renewal business
Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in 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
All other duties assigned by PCS Regional Leader as needed

Requirements and Qualifications:

5+ years’ Personal Lines client management experience
Valid P&C brokers’ license
College degree preferred
Industry specific designations preferred- CAPI, CPRIA, CIC or similar
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

Pay Range $90,000 - $100,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including:

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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