Account Manager, Private Client

About the role

You’ll be a trusted advisor to high-net-worth clients—helping protect what matters most to them while shaping long-term relationships built on expertise, trust, and exceptional service. You’ll own the client experience end-to-end, lead renewal strategy, and collaborate closely with Producers to uncover coverage enhancements and growth opportunities.

Responsibilities

• Serve as the primary advisor and day-to-day point of contact for a designated Private Client book of business, consistently delivering a high-touch client experience
• Proactively service and retain accounts by identifying coverage gaps, mitigating risk, and recommending thoughtful protection strategies
• Lead renewal efforts from start to finish—marketing to carriers, analyzing options, negotiating terms, and presenting alternative solutions
• Partner with Producers and PCS leadership to make coverage recommendations, support account rounding, and drive cross-sell and up-sell opportunities
• Educate clients on coverage limitations, emerging risks, and available enhancements to strengthen protection and long-term planning
• Respond to client service requests, policy changes, and claims issues within established timelines, serving as a reliable escalation point when needed
• Maintain accurate, timely documentation of service activity, marketing efforts, and client/carrier communications in the agency management system
• Collaborate across internal teams to deliver seamless service and ensure client expectations are consistently met or exceeded

Requirements

• 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

Qualifications

• Client-focused professional with a passion for relationship building, strategic thinking, and career growth in the Private Client space

Skills

• Exceptional communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to build and maintain strong client relationships
• Effective negotiation and presentation skills
• Strong organizational and time management skills

Benefits

• Competitive compensation package including base salary, commission, and bonuses
• Health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities
• Flexible work schedule

Pay

• Base salary plus commission

Schedule

• Full-time position

Brown & Brown, Inc.

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.