Private Client Account Manager, Personal Lines

The Partners Group LLC•Seattle, WA

1d•$85,000 - $104,000•Hybrid

About The Position

The Partners Group is hiring an experienced insurance professional for its Personal Lines division. The Private Client Account Manager serves as a trusted partner to affluent individuals and families, putting clients’ interests first through exceptional service, clear communication, thoughtful problem-solving, and proactive education. The role supports and grows client relationships by identifying coverage opportunities, guiding clients through complex personal insurance decisions, and collaborating with Private Client Advisors and internal partners. The position is intended for someone who enjoys building long-term relationships, takes ownership of their work and recommendations, and brings confidence, expertise, and sound judgment to client conversations. The role is preferred to be based in Renton, Washington, or Portland, Oregon, with in-office work and hybrid opportunities. Fully remote work is available to highly qualified candidates living outside TPG office locations, preferably in Pacific, Arizona, or Mountain time zones. The schedule is 40 hours per week, Monday through Friday. The annual salary range is $85,000–$104,000, depending on experience, and the position is salary-exempt. Travel is minimal, 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 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, 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, 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 is 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 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 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 about 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 Advisors with proposals, prospect opportunities, and client presentations as needed.
Help clients navigate personal insurance decisions and ensure their insurance programs evolve with changing needs and risk exposures.

Benefits

Comprehensive benefits package.
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.