Account Manager, Personal Lines
About The Position
The Partners Group (TPG) is seeking an insurance-obsessed professional to join their Personal Lines team as an Account Manager. This role involves serving as a trusted resource for clients, helping them navigate their personal insurance needs and ensuring they have the right coverage. The Account Manager will build lasting client relationships, provide guidance on coverage options, and deliver responsive service. Responsibilities include managing policy changes, renewals, and day-to-day account servicing to contribute to client retention, satisfaction, and long-term growth. This position is ideal for someone who enjoys building relationships, solving problems, and helping people make informed decisions, with a natural curiosity, ownership of work, and a collaborative spirit.
Requirements
- Active Property & Casualty insurance license
- 5+ years of Account Manager experience in insurance
- Strong knowledge of Personal Lines coverages and policies
- Ability to build trusted client and carrier relationships
- Excellent organization and attention to detail
- Proven ability to manage competing priorities
Nice To Haves
- Independent agency experience
- Experience serving high-net-worth clients’ insurance needs
- Experience with AMS360 or similar agency management systems
- A consultative approach to coverage reviews and client service
- Industry designation(s) or ongoing professional development
Responsibilities
- Manage a book of Personal Lines client accounts
- Review coverage and identify potential gaps and exposures
- Process renewals, endorsements, and policy changes
- Partner with carrier representatives to support client needs
- Respond promptly to client questions and service requests
- Maintain accurate account records and documentation
Benefits
- Generous Paid Time Off
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life insurance
- Disability insurance
- Retirement plan
- Employee ownership opportunities
- Profit-sharing
- Continuing Education
- 8 hours paid volunteer time per quarter
- Charitable contributions matched by TPG
- All-company holiday volunteer day
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
