Professional Lines Account Manager

Brown & Brown Insurance

Professional Lines Account Manager responsible for managing client relationships and professional liability insurance needs. Building consultative relationships and overseeing service plans for clients' risk management.

Posted 5/3/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLead💰 $90,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Build and strengthen relationships with existing clients.
Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs.
Develops and oversees service plans for each client determining and understanding their needs and requirements.
Ensures proper resources from within the office are involved with the client.
Plans, organizes and leads internal meetings related to the service plan.
Plans, organizes and leads client meetings.
Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business.
Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers.
Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion.
Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts.
Monitors utilization of on-line processing systems.
Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable).
Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately.
Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation.
Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.
Keeps management apprised of developing opportunities and risks with client accounts.

Requirements

What you’ll need

Valid California P&C Insurance License
15 years’ experience in Professional Liability Insurance
7 years’ experience in an Account Manager (or similar) position with proven ability to develop and further client relationships
Strong technical skills including proficiency with agency management systems
Proven track record working with large, complex accounts
Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required.
Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook
Ability to maintain a high level of confidentiality

Benefits

Comp & perks

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Professional Liability InsuranceAgency Management SystemsFinancial Institutions E&OD&O UnderwritingAccount ManagementClient Relationship DevelopmentMarketing Submission PreparationProgram Communication StrategiesClaims ReviewFinancial Record Reporting

Soft Skills

Relationship BuildingConsultative ApproachOrganizational SkillsLeadershipNegotiationAttention to DetailConfidentialityCommunicationSupervisionProblem Solving

Certifications

California P&C Insurance License