Private Client Personal Lines Manager – High-Net-Worth

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

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.