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Private Client Insurance Account Manager Jobs (NOW HIRING)

LHH US

Insurance Account Manager

Chandler, AZ

$55K - $65K/yr

ACCOUNT MANAGER - CLIENT SERVICES (INSURANCE / DIGITAL REPUTATION) LHH is partnering with a growing client services organization to hire an Account Manager who will support insurance-focused clients ...

PIIAC

Insurance Account Manager

Denver, CO · On-site

$60K - $67K/yr

Ensures data integrity and compliance by accurately documenting client files and maintaining the ... insurance account management experience. * Possess a valid driver's license and a source of ...

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

As of Jun 7, 2026, the average yearly pay for private client insurance account manager in the United States is $52,593.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $59,000.00 per year, depending on experience, location, and employer.

What is the difference between Private Client Insurance Account Manager vs Insurance Broker?

AspectPrivate Client Insurance Account ManagerInsurance Broker
CredentialsCertifications like CIP or ACII often preferredSimilar certifications, often required
Work EnvironmentTypically employed by insurance companies or agenciesWork independently or for brokerage firms, advising clients
Employer & Industry UsageFocuses on managing existing high-net-worth clientsAssists clients in finding suitable insurance policies from multiple providers
Search & Comparison IntentUnderstanding client management roles within insurance companiesComparing client advisory roles and policy sourcing

In summary, a Private Client Insurance Account Manager primarily manages existing high-net-worth clients within an insurance company, focusing on personalized service. An Insurance Broker, on the other hand, acts as an intermediary, helping clients find the best policies across multiple providers. Both roles require similar certifications but differ in their work environment and client interaction focus.

Insurance Account Manager

DTRT Insurance Group

Key Largo, FL • On-site

$45K - $65K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 4 days ago

Job description

Founded in 1999, DTRT Insurance Group is recognized as one of Floridas premier independent insurance agencies. With established offices in Coral Springs, Deerfield Beach, Homestead, and Key Largo, we serve a broad and diverse client base. 95% of all carriers operating in Florida, we offer proper access, unmatched flexibility, and a market advantage that empowers our sales professionals to deliver tailored solutions with confidence. We invest in our people, celebrate high performance, and build long-term careers that reflect pride, purpose, and excellence. Team members consistently value our purpose-driven mission, unlimited earning potential, and the real opportunities for advancement that define the DTRT experience.

We are seeking a dedicated Insurance Account Manager who can deliver exceptional service to our clients while maintaining strong attention to detail. In this role, you will serve as the trusted advisor for an assigned set of accounts, ensuring clients receive accurate guidance, timely service, and the best available coverage options. You will work in a professional and supportive environment with the tools, training, and leadership needed to excel.

  • Base salary starting at $45,000-65,000 based on experience
  • 100% employer-paid health, life, and disability insurance
  • Paid time off increases based on tenure
  • Paid holidays
  • Monday through Friday schedule with evenings and weekends off
  • 401(k) with employer contributions
  • Bonus opportunities
  • Retirement benefits and strong career growth opportunities
  • Professional work environment with personal workspace and equipment provided

If you take pride in high-quality service and want to advance your career with a respected agency, apply today!


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings off

Weekends off

Bonus Opportunities

Licensing Assistance

Holidays Off

Paid Holidays

401k Plan

Professional Development

Mentorship

Ongoing Training Seminars

Professional Work Environment

Equipment Provided

Personal Workspace

100% Employer-Paid Health Insurance

100% Employer-Paid Life Insurance

100% Employer-Paid Short-Term and Long-Term Disability


Responsibilities
  • Serve as the trusted advisor for an assigned group of clients
  • Understand client needs and match them with optimal coverage solutions
  • Process new policies, renewals, endorsements, and updates with accuracy
  • Round out accounts by identifying coverage gaps and offering suitable options
  • Communicate with carriers and underwriters to secure favorable outcomes
  • Support ongoing retention efforts through strong relationship management

Requirements
  • 1-3 years of personal lines insurance experience preferred
  • Active Florida insurance license such as 4-40, 2-20, or 20-44
  • Strong command of Microsoft applications, AMS or CRM systems, and quoters
  • Excellent attention to detail and strong organizational skills
  • High-level communication and customer service abilities
  • Tech-savvy with the ability to learn new systems quickly