Personal Lines Account Manager

Insurance Search Specialists; Los Angeles (CA); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Excellent benefits package

PTO

retirement plan

career growth opportunities

Job summary

Insurance Search Specialists in Los Angeles, CA seeks a Personal Lines Account Manager for the Private Client team. You will manage a high-net-worth book, serve as the primary client contact, and work with Producers on assigned accounts.

The role requires Private Client/HPW experience, strong communication and organizational skills, and familiarity with major carriers. Excellent benefits and career growth accompany the position.

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.
• Experience with premier personal lines carriers such as CHUBB, PURE, Cincinnati, Vault, PCS/AIG, Mercury, Travelers, Safeco, Progressive, Nationwide.

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 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.
• Identify account rounding and cross-selling opportunities within existing relationships.
• Maintain documentation and account activity in the agency management system.
• Oversee policy transactions and timely servicing.
• Mentor and support junior Account Managers and Client Support Specialists.
• Stay current on carrier products, market trends, and industry changes to provide proactive client advice.

Skills

Client relationship management

Communication skills

Organizational skills

Education

California Property & Casualty License

Tools

Applied Epic

Microsoft Office Suite

Outlook

Job description

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

Location: Los Angeles, CA

Salary: $85,000–$90,000

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.

Company Description

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.