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Personal Insurance Private Client Account Manager Jobs

Insurance Search Specialists

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Personal Lines Account Manager

Los Angeles, CA · On-site

$85K - $90K/yr

Our client, a well-established and highly respected insurance brokerage in Los Angeles, is seeking an experienced Personal Lines Account Manager to join its Private Client team. This is an excellent ...

HUB

Private Client Account Manager

San Antonio, TX

... client activity. Why Choose HUB? Throughout our network of more than 600 HUB offices in North ... Manages a book of personal line insurance business focused on affluent clients, while acting with a ...

Total Quality Insurance

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Insurance Client Account Manager

Augusta, GA · Remote

$41K - $62K/yr (+ commission)

The Client Account Manager plays a crucial role in managing and nurturing existing client accounts ... wide range of personal and commercial insurance solutions. Our company prides itself on making ...

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How much do personal insurance private client account manager jobs pay per year?

As of Sep 10, 2026, the average yearly pay for personal insurance private client account manager in the United States is $55,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $61,000.00 per year, depending on experience, location, and employer.

What does a personal insurance private client account manager do?

A Personal Insurance Private Client Account Manager specializes in managing insurance policies for high-net-worth individuals and families. They assess clients' unique risks and needs, recommend customized insurance solutions, and ensure comprehensive coverage for assets like homes, vehicles, valuables, and more. Additionally, they act as the main point of contact for clients, handling policy renewals, claims, and any changes in coverage requirements. Their role is to provide personalized service and expert advice to protect clients' wealth and lifestyle.

How does a personal insurance private client account manager typically collaborate with underwriters and clients to tailor coverage solutions?

As a Personal Insurance Private Client Account Manager, you serve as a liaison between high-net-worth clients and insurance underwriters. You'll regularly assess clients' unique risks, gather detailed information, and communicate clients' needs to underwriters to negotiate bespoke coverage solutions. This role requires strong relationship-building and communication skills, as you'll coordinate policy renewals, resolve coverage questions, and proactively identify opportunities to enhance clients’ protection. Collaboration is ongoing and involves both internal teams and external partners to ensure comprehensive service and satisfaction.

What are the key skills and qualifications needed to thrive as a personal insurance private client account manager, and why are they important?

To thrive as a Personal Insurance Private Client Account Manager, you need in-depth knowledge of personal insurance products, strong client relationship management skills, and typically a valid insurance license. Familiarity with agency management systems (like Applied Epic or Vertafore), quoting software, and industry certifications such as CIC or CISR are often required. Excellent communication, attention to detail, and problem-solving abilities help you deliver exceptional service and build client trust. These skills ensure clients' complex insurance needs are met accurately, fostering long-term relationships and retention in a competitive market.

What are popular job titles related to Personal Insurance Private Client Account Manager jobs?

For Personal Insurance Private Client Account Manager jobs, the most frequently searched job titles are:

Infographic showing various Personal Insurance Private Client Account Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $55,252 per year, or $26.6 per hour.

Personal Lines Account Manager

Los Angeles, CA • On-site

Insurance Search Specialists
Insurance Services • 1 - 10 employees
Learn more about Insurance Search Specialistsexternal

$85K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

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Key responsibilities

  • Manage a portfolio of high-net-worth and private client personal insurance accounts.

  • Serve as the primary day-to-day contact for clients and build trusted, long-term relationships.

  • Oversee the preparation and processing of policy transactions, including proposals, renewals, endorsements, and account reviews.

Job description

Personal Lines Account Manager – High-Net-Worth / Private Client


Location: Los Angeles, CA
Salary: $85,000–$90,000 DOE
Benefits: Excellent benefits package, PTO, retirement plan, and outstanding career growth opportunities.


Our client, a well-established and highly respected insurance brokerage in Los Angeles, is seeking an experienced Personal Lines Account Manager to join its Private Client team. This is an excellent opportunity for an insurance professional with experience servicing affluent and high-net-worth clients who thrives in a fast-paced, relationship-driven environment.


The ideal candidate is highly organized, client-focused, and comfortable managing a sophisticated book of business while delivering exceptional white-glove service.


Responsibilities

  • Manage a portfolio of high-net-worth and private client personal insurance accounts.
  • Serve as the primary day-to-day contact for clients while building trusted, long-term relationships.
  • Partner closely with Producers and act as the primary client contact on assigned accounts.
  • Market new and renewal business with leading personal lines carriers and wholesale markets.
  • Prepare proposals, coverage comparisons, renewals, endorsements, policy changes, and account reviews.
  • Analyze clients' insurance programs and recommend coverage enhancements and risk management solutions.
  • Resolve complex service, billing, and claims issues through policy interpretation and carrier negotiations.
  • Conduct annual insurance reviews and present recommendations designed to protect clients' evolving exposures.
  • Identify account rounding and cross-selling opportunities within existing relationships.
  • Maintain accurate documentation and account activity within the agency management system.
  • Oversee the preparation and processing of policy transactions and ensure timely, accurate servicing.
  • Mentor and support junior Account Managers and Client Support Specialists as needed.
  • Stay current on carrier products, market trends, and industry changes to provide proactive client advice.


Qualifications

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


Compensation & Benefits

  • Competitive salary of $85,000–$90,000, depending on experience.
  • Comprehensive medical, dental, and vision benefits.
  • 401(k) with company contribution.
  • Generous paid time off and company holidays.
  • Continuing education and professional development support.
  • Long-term career growth with a respected and stable organization.


If you're passionate about delivering exceptional service to high-net-worth clients and want to join a collaborative, client-focused brokerage, we'd love to hear from you.


Interested?

For more information about this opportunity—or to learn about other positions in the commercial and personal lines insurance industry—please contact Insurance Search Specialists.


www.mcdermottwolfe.com


Categories: Personal Lines Insurance | Private Client | High-Net-Worth | Property & Casualty | Insurance Brokerage

Company Description

About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.