Personal Lines Account Manager, Affluent

NFP, an Aon company

Account Manager for NFP's Personal Risk Group responsible for client account management and maintaining client relationships. Collaborating with advisors and handling renewals and marketing processes.

Posted 4/15/2026full-timePalm Springs • California • 🇺🇸 United StatesMid-LevelSenior💰 $47,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Works proactively to maintain relationships with carrier and client contacts.
Lead client meetings for accounts assigned to them.
Responsible for managing the renewal and marketing process from start to finish.
Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
Creates and maintains client files in accordance with office procedures.
Responsible for keeping client policy records in the agency management system.
Servicing existing book of business; current book is approximately 400 accounts with 2M total premium.
Retention and rounding-out of book is required.

Requirements

What you’ll need

More than 3 years of client service and Personal Risk/Affluent Personal Lines experience
Experience with California Fair Plan and working with short-term rental policies is a plus
EPIC agency management system experience preferred
HS Diploma or equivalent is required; additional education and/or related training is preferred
A P&C Insurance License is required upon hire.

Benefits

Comp & perks

PTO & paid holidays
401(k) with match
exclusive discount programs
health & wellness programs

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

client servicePersonal RiskAffluent Personal LinesCalifornia Fair Planshort-term rental policiesEPIC agency management systempolicy record managementrenewal process managementmarketing process management

Soft Skills

relationship managementcommunicationleadershipcollaborationorganizational skills

Certifications

P&C Insurance LicenseHS Diploma