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Personal Line Account Manager
San Jose, CAApril 5th, 2026
We are seeking a seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment/business manager experience. This role is fully remote. The role requires EPIC, entertainment clients and business manager firm experience. Your Impact:Retain a book of business focused on entertainment clients and business manager firms. Build and maintain constructive relationships with customers by meeting and exceeding expectationsActively service/retain existing accounts to mitigate client risk and exposureMaintain appropriate system records of service, marketing, and policy communications with clients and carriersSupport Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals.Respond to client inquiries, service requests and claims issues within established timelinesExecute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMSMarket, analyze, negotiate and prepare carrier renewals, including alternative renewal optionsQualified Candidates Will Posses:Minimum of 2 years’ experience in Private Client insurance, Possess Valid State Issued P&C licenseExtensive knowledge of Private Client underwriting, coverage, rate analysis, and experience reportingAbility to clearly articulate these products/plans to clients and underwriters
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