Private Client Account Manager, Personal Lines

About the role

The Partners Group is seeking an experienced insurance professional to join our Personal Lines division as a Private Client Account Manager. This role is ideal for someone who enjoys building long-term relationships, takes pride in delivering a high level of 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
• 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
• 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

• 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

Benefits

TPG offers 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.

Commitment To Diversity

We promote a culture of inclusion and are 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.