Account Manager, Personal Lines at The Partners Group LLC

Portland, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

75000.0

Posted On

25 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Property & Casualty Insurance License, Client Relationship Management, Communication Skills, Problem Solving, Policy Changes, Coverage Recommendations, Annual Renewal Reviews, Agency Management Systems, Personal Lines Rater, Attention to Detail, Microsoft Office Suite, Technical Troubleshooting, Self-Sufficiency, Team Collaboration, Client Education, Affluent Households Experience

Industry

Financial Services

Description

Description 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 organization that has won too many “Employer of Choice” awards to list? Let’s work together! The Partners Group currently has an outstanding opportunity for a licensed insurance professional to join our Personal Lines team in Portland, OR as an Account Manager. How you will make an impact at TPG A Personal Lines Account Manager puts their client’s best interests first. You are a partner who provides excellent service through stellar communication, problem solving and client education. We don’t just sell insurance at The Partners Group; we protect lives and the assets that are most important to them. You will support your book of business by finding opportunities to enhance the client relationship and retain business. A TPG Personal Lines Account Manager is a Property & Casualty expert who builds and maintains strong client relationships by being the first point of contact for your clients, performing reviews, and assisting your team. A typical day in this role Add value to client relationships by making recommendations to enhance existing coverage Process policy changes, problem solve, and provide information and solutions on client coverage questions Conduct comprehensive annual renewal reviews to ensure each client’s needs are met and coverage gaps are identified Collaborate with Customer Service Representatives, Virtual Assistants, and Claims Managers to provide seamless support Build and strengthen client relationships, particularly with affluent and high-net-worth households Accurately document all client interactions in the agency management system (AMS360) Key details Location: Portland, OR; in-office with hybrid remote opportunities Hours: 40 hours/week, Mon-Fri Salary Range: $65,000-75,000 annually (DOE) Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time. Travel: Minimal, if any Requirements What you’ll bring to the table Active Property & Casualty Insurance License Minimum 5 years of experience as a Personal Lines Account Manager, preferably with an independent insurance agency Experience working with affluent and high-net-worth households Proficiency with agency management systems (AMS360 strongly preferred) Experience using a personal lines rater (PL Rater strongly preferred) Strong knowledge of major carriers such as Safeco, Chubb, PURE, Cincinnati, Travelers, Progressive, Foremost, Arrowhead, GeoVera Excellent verbal and written communication skills with the ability to explain coverage clearly to clients Strong organization, attention to detail, and ability to manage multiple client needs effectively Intermediate to advanced proficiency in Microsoft Office Suite, especially Excel and Word What will make you really stand out Proven ability to build long-term client relationships that result in referrals and renewals Strong technical troubleshooting skills within agency systems Ability to balance multiple requests under tight deadlines Self-sufficient and comfortable working independently as well as part of a collaborative team Strong self-sufficiency and able to work independently, as well as in team settings Why join The Partners Group? At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest. We value collaboration, integrity, and putting clients first – all while supporting our team members with opportunities for growth, a hybrid work schedule, and a supportive, professional environment. This includes: A rich benefits package including generous paid time off, medical and dental insurance, life and disability insurance, retirement plan, and employee stock purchase program Support and development to cultivate your knowledge and continuing education to maintain or support 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 Commitment To Diversity TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements. Apply Today If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us! Please note: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only. The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We use E-Verify to confirm the identity and employment eligibility of all new hires.

Responsibilities

The Account Manager will prioritize clients' best interests by providing excellent service through communication, problem-solving, and education. They will support their book of business by enhancing client relationships and retaining business.