Private Client Account Manager, Personal Lines
About The Position
The Partners Group is seeking an experienced insurance professional to join its Personal Lines division as a Private Client Account Manager. The role serves affluent individuals and families, providing exceptional, proactive service and helping clients make informed decisions about personal insurance. The Account Manager supports and grows client relationships by identifying coverage opportunities, helping clients navigate complex insurance decisions, and collaborating with Private Client Advisors and internal partners. The position is suited to someone who values long-term relationships, takes ownership of their work and recommendations, and combines expertise, confidence, and good judgment with a high level of service. The role is based in Renton, Washington, or Portland, Oregon, with in-office work and hybrid opportunities. Fully remote candidates may be considered if highly qualified and located beyond TPG office locations; Pacific, Arizona, or Mountain time zones are preferred. The position is 40 hours per week, Monday through Friday, and involves minimal travel, if any. Physical requirements include sitting for long periods, communicating verbally and in writing, and extended screen time.
Requirements
- At least 10 years of Property & Casualty insurance experience, including at least 5 years serving affluent and/or high-net-worth households.
- Active Property & Casualty Insurance license.
- Experience advising affluent individuals and families on personal insurance programs.
- Strong written and verbal communication skills, including the ability to explain complex coverage clearly.
- Proven personal lines account management experience and knowledge of carrier products and policy language.
- Ability to manage multiple client requests accurately, responsively, and with attention to detail.
- Proficiency with agency management systems, carrier platforms, and Microsoft Office Suite; AMS360 is preferred.
- A self-sufficient and collaborative work style, with the ability to work independently and as part of a team.
Nice To Haves
- Experience with high-net-worth carriers such as PURE, Chubb, Cincinnati, and similar markets.
- Enjoyment of meeting with clients and conducting comprehensive account reviews.
- A track record of acting in clients’ best interests.
- Confidence recommending coverage enhancements and addressing insurance program gaps.
- Experience supporting Advisors with prospect proposals and presentations.
- A collaborative, team-first approach combined with professionalism and accountability.
- Advanced insurance designations such as CPRM, ARM, CIC, AAI, or CPCU.
Responsibilities
- Serve as the primary point of contact for a portfolio of personal lines and high-net-worth clients.
- Provide client service, including handling policy changes, billing questions, coverage inquiries, and problem-solving.
- Conduct annual renewal and account reviews, identifying coverage gaps and opportunities to enhance coverage.
- Educate clients on policy features, endorsements, and risk mitigation strategies.
- Manage policy changes, coverage questions, and day-to-day client service needs.
- Work with carriers, brokers, and MGAs to place new and hard-to-place risks.
- Support Advisors with proposals, prospect opportunities, and client presentations as needed.
Benefits
- Generous paid time off.
- Medical, dental, and vision insurance.
- Life and disability insurance.
- Retirement plan.
- Employee ownership opportunities.
- Profit-sharing.
- Continuing education support and encouragement toward professional designations.
- Hybrid work schedule supporting flexibility and team connection.
- Eight hours of 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
Senior
Education Level
No Education Listed
