Note: The job is a remote job and is open to candidates in USA. The Partners Group is a purpose-driven insurance brokerage committed to serving clients and supporting its communities. The Private Client Account Manager will manage personal lines and high-net-worth client relationships, provide exceptional service, identify coverage opportunities, educate clients, and collaborate with advisors, carriers, brokers, and MGAs.
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
Skills
- At least 10 years of Property & Casualty insurance experience; 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, 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
- Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time
- 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
- Location: Renton, WA or Portland, OR preferred; in-office with hybrid opportunities
- Open to fully remote for highly-qualified candidates residing outside office commuting range (Pacific or Mountain time zones preferred)
Benefits
- A comprehensive benefits package including generous Paid Time Off, Medical, Dental, and Vision Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities, as well as profit-sharing
- Ongoing support & development, including Continuing Education and encouragement toward professional designations
- A hybrid work schedule that supports flexibility while maintaining strong team connection
- Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day
Company Overview