Private Client Account Manager, Personal Lines

External•Renton, WA

3d•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 partnerships. 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 team that has won too many “Employer of Choice” awards to list? Let’s work together! The Partners Group currently has an outstanding opportunity for an experienced insurance professional to join our Personal Lines division as a Private Client Account Manager. How you will have an impact at TPG A Private Client Account Manager puts their clients’ best interests first. You are a trusted partner who provides exceptional service through clear communication, thoughtful problem-solving, and proactive client education. We don't just sell insurance - we protect the assets that matter most to our clients. In this role, you'll support and grow client relationships by identifying coverage opportunities, helping clients navigate complex personal insurance decisions, and collaborating closely with Private Client Advisors and internal partners. You'll serve as a key resource for affluent individuals and families, ensuring their insurance programs evolve alongside their changing needs and risk exposures. This role is ideal for someone who enjoys building long-term relationships, takes pride in delivering a high level of service, and brings confidence, expertise, and good judgment to client conversations. You'll be most successful if you enjoy collaborating with others while also taking ownership of your work and recommendations . What a typical day in this role looks like 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

Requirements

At least 10 years of Property & Casualty insurance experience; 5 years serving affluent and/or high-net-worth households
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