We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate brings deep expertise in complex personal lines insurance, a relationship first approach, and a proven ability to build lasting client partnerships while providing strategic risk management guidance.
Your Impact
- Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability).
- Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families.
- Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations.
- Act as the primary point of contact for clients, providing proactive communication, handling inquiries, and resolving issues efficiently and effectively.
- Collaborate with internal teams, including underwriters, claims adjusters, and other specialists, to ensure seamless client service and optimal outcomes.
- Stay abreast of industry trends, market changes, and new product offerings to provide informed advice and innovative solutions to clients.
- Identify opportunities for cross-selling and up-selling additional insurance products and services to existing clients.
- Participate in new business development activities, including networking and prospecting, to expand the private client portfolio.
- Prepare and deliver client presentations, proposals, and renewal documents with accuracy and professionalism.
Successful Candidate Will Have
- Bachelor’s degree in business, finance, or a related field.
- Minimum of 7-10 years of experience in personal lines insurance, with a strong focus on high-net-worth clients.
- Valid Property & Casualty insurance license is required.
- Demonstrated expertise in complex personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialty coverages.
- Proven track record of building and maintaining strong client relationships and exceeding service expectations.
- Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely.
- Proficiency in agency management systems and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Professional designations such as CPCU, CPRIA, CISR, or AAI are a plus.
About 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.
Pay Range:
$80,000 - $120,300 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.
Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/.
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
Skills Required
- Bachelor's degree in business, finance, or a related field.
- 7-10 years of experience in personal lines insurance with a focus on high-net-worth clients.
- Valid Property & Casualty insurance license.
- Expertise in complex personal insurance products (homeowners, auto, umbrella, fine art, jewelry, specialty coverages).
- Proven track record of building and maintaining strong client relationships and exceeding service expectations.
- Exceptional communication, interpersonal, and presentation skills.
- Proficiency in agency management systems.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Professional designations such as CPCU, CPRIA, CISR, or AAI.
Risk Strategies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Risk Strategies and has not been reviewed or approved by Risk Strategies.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental, and vision along with HSA and FSA options. Disability, life/AD&D, and wellness resources add to the sense of broad core protection.
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Wellbeing & Lifestyle Benefits — Lifestyle supports extend beyond core insurance to include EAP, legal services, identity-theft protection, voluntary supplemental plans, pet insurance, and transit benefits. Flexible work arrangements (in-office, hybrid, or remote depending on role) also contribute to perceived total-rewards value.
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Leave & Time Off Breadth — Time-off and leave offerings include paid time off, holidays, parental leave, and bereavement leave. PTO is often characterized as generous, though exact accrual and carryover details are not consistently specified publicly.
Risk Strategies Insights
What We Do
At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2025, we earned certification as a Great Place to Work for the second year in a row. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
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