Private Client Account Manager, Personal Lines

The Partners Group is 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, seeking people who invest in relationships, learn continuously, create winning solutions, and follow through on commitments. Hard work is a given, supported by a culture that thrives on fun and well-being.

About the role

As a Private Client Account Manager in our Personal Lines division, you will put clients’ best interests first, serving as a trusted partner who provides exceptional service through clear communication, thoughtful problem-solving, and proactive client education. You will support and grow client relationships by identifying coverage opportunities, helping clients navigate complex personal insurance decisions, and collaborating closely with Private Client Advisors and internal partners. This role is ideal for someone who enjoys building long-term relationships, takes pride in delivering high-level service, and brings confidence, expertise, and good judgment to client conversations.

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 Advisors with proposals, prospect opportunities, and client presentations as needed

Requirements

• 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

Qualifications

• 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

Pay

$90,000 – 110,000 annually (DOE)

Schedule

40 hours/week, Monday–Friday

Location

Renton, WA or Portland, OR preferred; in-office with hybrid opportunities. Fully remote considered for highly-qualified candidates residing outside office commuting range (Pacific or Mountain time zones preferred).

Benefits

• Comprehensive benefits package including generous Paid Time Off, Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Retirement plan and employee ownership opportunities, as well as profit-sharing
• Ongoing support & development, including Continuing Education and encouragement toward professional designations
• 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

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. All employees have the opportunity to achieve their goals and meet the needs of our clients and communities.