Private Client Account Manager, Personal Lines
About The Position
The Partners Group (TPG) is seeking an experienced insurance professional for their Personal Lines division as a Private Client Account Manager. This role focuses on putting clients' best interests first by providing exceptional service, clear communication, thoughtful problem-solving, and proactive client education. The Private Client Account Manager will support and grow client relationships by identifying coverage opportunities, guiding clients through complex personal insurance decisions, and collaborating with Private Client Advisors and internal partners. This position serves as a key resource for affluent individuals and families, ensuring their insurance programs adapt to their evolving needs and risk exposures. The ideal candidate enjoys building long-term relationships, delivering high service levels, and brings confidence, expertise, and good judgment to client interactions. Success in this role requires collaboration and ownership of work and recommendations.
Requirements
- At least 10 years of Property & Casualty insurance experience; 5 years serving affluent and/or high-net-worth households (required)
- Active Property & Casualty Insurance license (required)
- Experience advising affluent individuals and families on personal insurance programs
- Strong written and verbal communication skills, with 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 with accuracy, responsiveness, and attention to detail
- Proficiency with agency management systems (AMS360 preferred), carrier platforms, and Microsoft Office Suite
- A self-sufficient, collaborative work style, effective both independently and as part of a team
Nice To Haves
- Experience working with high-net-worth carriers such as PURE, Chubb, Cincinnati, and similar markets
- Enjoyment in meeting with clients and conducting comprehensive account reviews
- A track record of doing what’s best for the client
- Confidence recommending coverage enhancements and addressing insurance program gaps
- Experience supporting Advisors with prospect proposals and presentations
- A collaborative, team-first approach paired with a high standard of professionalism and accountability
- Advanced insurance designation(s) 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 excellent client service, including policy changes, billing questions, coverage inquiries, and problem-solving
- Perform annual renewal and account reviews, identifying coverage gaps and enhancement opportunities
- Educate clients on policy features, endorsements, and risk mitigation strategies
- Manage policy changes, coverage questions, and day-to-day client service needs
- Partner with carriers, brokers, and MGAs to place new and hard-to-place risks
- Support Advisor with proposals, prospect opportunities, and client presentations as needed
Benefits
- Generous Paid Time Off
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Retirement plan
- Employee ownership opportunities
- Profit-sharing
- Continuing Education
- Encouragement toward professional designations
- 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
Senior
Education Level
No Education Listed
