Private Client Account Manager, Personal Lines at The Partners Group LLC

Renton, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

85000.0

Posted On

19 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Management, Insurance Programs, Communication Skills, Problem Solving, Risk Mitigation, Coverage Recommendations, Team Collaboration, Attention to Detail, Proactive Education, Policy Processing, High-Net-Worth Clients, Insurance Licensing, Agency Management Systems, Carrier Products, Consultative Approach

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 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. 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 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 Key details Location: Ideally Renton, WA or Portland, OR; in-office with hybrid-remote opportunities. Open to considering fully-remote option for exceptional candidates residing outside office commuting range. Hours: 40 hours/week, Mon-Fri Salary Range: $75,000 – 85,000 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 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 What will make you really stand out 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 What TPG can offer you 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 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 Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us. Please note: Direct applicants only. We are not accepting resumes or inquiries from external recruiters or staffing agencies. 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 Private Client Account Manager serves as the primary point of contact for personal lines and high-net-worth clients, providing exceptional service and conducting comprehensive account reviews. They support and grow their book of business by strengthening client relationships and identifying coverage opportunities.