Account Manager, Personal Lines

External•Portland, OR

1d•Hybrid

About The Position

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. TPG’s success is driven by a culture that values partner ships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing organization that has won too many “Employer of Choice” awards to list? Let’s work together! The Partners Group currently has an outstanding opportunity for a licensed insurance professional to join our Personal Lines team in Portland, OR (or Renton, WA) as an Account Manager. How you will make an impact at TPG A Personal Lines Account Manager puts their client’s best interests first. You are a partner who provides excellent service through stellar communication, problem solving and client education. We don’t just sell insurance at The Partners Group; we protect lives and the assets that are most important to them. You will support your book of business by finding opportunities to enhance the client relationship and retain business. A TPG Personal Lines Account Manager is a Property & Casualty expert who builds and maintains strong client relationships by being the first point of contact for your clients, performing reviews, and assisting your team. A typical day in this role Add value to client relationships by making recommendations to enhance existing coverage Process policy changes, problem solve, and provide information and solutions on client coverage questions Conduct comprehensive annual renewal reviews to ensure each client’s needs are met and coverage gaps are identified Collaborate with Customer Service Representatives, Virtual Assistants, and Claims Managers to provide seamless support Build and strengthen client relationships, particularly with affluent and high-net-worth households Accurately document all client interactions in the agency management system (AMS360)

Requirements

Minimum 5 years of experience as a Personal Lines Account Manager, preferably with an independent insurance agency
Proficiency with agency management systems (AMS360 strongly preferred)
Comfortable making policy changes on carrier websites, quoting auto/home/umbrella
Strong knowledge of major carriers such as Safeco, Chubb, PURE, Cincinnati, Travelers, Progressive, Foremost, Arrowhead, GeoVera
Experience using a personal lines rater (PL Rater strongly preferred)
Excellent verbal and written communication skills with the ability to explain coverage clearly to clients
Strong organization, attention to detail, and ability to manage multiple client needs effectively
Intermediate to advanced proficiency in Microsoft Office Suite, especially Excel and Word

Nice To Haves

Proven ability to build long-term client relationships that result in referrals and renewals
Strong technical troubleshooting skills within agency systems
Ability to balance multiple requests under tight deadlines
Self-sufficient and comfortable working independently as well as part of a collaborative team
Ability to use generative AI and other digital tools to support job-related tasks such as research, drafting, analysis, summarization, planning, and problem-solving, while exercising sound judgment, verifying accuracy, and adhering to company policies and ethical guidelines

Responsibilities

Add value to client relationships by making recommendations to enhance existing coverage
Process policy changes, problem solve, and provide information and solutions on client coverage questions
Conduct comprehensive annual renewal reviews to ensure each client’s needs are met and coverage gaps are identified
Collaborate with Customer Service Representatives, Virtual Assistants, and Claims Managers to provide seamless support
Build and strengthen client relationships, particularly with affluent and high-net-worth households
Accurately document all client interactions in the agency management system (AMS360)