Private Client Account Manager, Personal Lines

The Partners Group LLC • Renton, WA

4d • $75,000 - $85,000 • 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 - this team is based in our Renton, WA office but our Personal Lines department is spread across multiple locations. This role is ideal for an insurance professional who enjoys building long-term client relationships, serving affluent households, and acting as a trusted advisor - not just a policy processor. If you thrive in a consultative, team-oriented environment and take pride in delivering thoughtful, high-quality client service, we’d love to hear from you! 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 your book of business by strengthening client relationships, identifying coverage opportunities, and collaborating closely with TPG Advisors and internal teams. You’ll serve as the primary point of contact for clients, conduct comprehensive account reviews, and help ensure each client’s insurance program aligns with their evolving needs.

Requirements

• A minimum of 10 years of relevant personal lines of insurance experience; 5 years in serving an affluent market required
• An 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

• You have experience working with high-net-worth carriers such as PURE, Chubb, Cincinnati, and similar markets
• You enjoy meeting with clients, conducting account reviews, and discussing their household insurance programs
• You have a track record of doing what’s best for the client
• You are comfortable making coverage recommendations to enhance insurance programs or address gaps
• You have experience supporting Advisors with prospect proposals and presentations
• You value a collaborative, team-first approach, with the ability to work closely with Advisors and service partners
• You have an 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
• Work directly with carrier underwriters, brokers, and MGAs to place new or hard-to-place business, including non-renewals
• Support clients through the claims process, including follow-up on complex or high-severity claims

Benefits

• A rich benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and Employee Stock Purchase Plan opportunities
• Support & Development to cultivate your knowledge and Continuing Education to maintain or grow your professional designations
• Community Involvement perks including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees