The Partners Group · 3 weeks ago
Private Client Account Manager, Personal Lines
Renton,WA,US
Full-time
Hybrid
Senior Level, Lead/Staff
$75K/yr - $85K/yr
10+ years expThe Partners Group is a purpose-driven company committed to making a difference in the community. They are seeking an experienced insurance professional to join their Personal Lines division as a Private Client Account Manager, responsible for building long-term client relationships and providing exceptional service to affluent households.
Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLegalProperty Insurance
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
Qualification
Required
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
Preferred
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
Benefits
Generous Paid Time Off
Medical and Dental Insurance
Life and Disability Insurance
A Retirement plan
Employee Stock Purchase Plan opportunities
8 hours paid volunteer time per quarter
Charitable contributions matched by TPG
An all-company holiday volunteer day
Company
The Partners Group
The Partners Group is an employee benefits consulting firm based in Oregon.
51-200 employees
H1B Sponsorship
The Partners Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (8)
2023 (6)
2022 (7)
2021 (1)
2020 (7)
Funding
Current Stage
Growth StageLeadership Team
Roderick Cruickshank
Executive Chairman
Recent News
Tech Funding News
2025-09-17
2025-09-17
Company data provided by crunchbase