HNW Private Client Insurance Advisor

The Partners Group; Seattle (WA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Retirement plan

Employee ownership

Profit-sharing

Hybrid work schedule

Professional development

Job summary

The Partners Group is seeking a Private Client Account Manager to support affluent clients with personal insurance programs in a hybrid, in-office setting (Renton, WA or Portland, OR preferred; remote options possible for highly-qualified candidates outside commuting range). This role emphasizes service, problem-solving, and proactive client education to grow client relationships.

Ideal candidates have 10+ years P&C experience, an active license, and strong communication skills.

Qualifications

• At least 10 years of Property & Casualty insurance experience, including serving affluent/high-net-worth clients.
• Active Property & Casualty license required.
• Experience advising affluent individuals and families on personal insurance programs.
• Strong written and verbal communication; explains complex coverage clearly.
• Proven personal lines account management experience and knowledge of carrier products.

Responsibilities

• Serve as the primary 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.
• Conduct annual renewal and account reviews, identify coverage gaps and enhancements.
• Educate clients on policy features, endorsements, and risk mitigation strategies.
• Manage policy changes and day-to-day client service needs.
• Collaborate with carriers, brokers, and MGAs to place new and hard-to-place risks.
• Support Advisors with proposals, prospect opportunities, and client presentations.

Skills

P&C insurance experience

Active P&C license

Client advisory experience

Strong communication skills

Policy language knowledge

AMS360 familiarity

MS Office proficiency

Tools

AMS360

Microsoft Office

Job description

The Partners Group is seeking a Private Client Account Manager to support affluent clients with personal insurance programs in a hybrid, in-office setting (Renton, WA or Portland, OR preferred; remote options possible for highly-qualified candidates outside commuting range). This role emphasizes service, problem-solving, and proactive client education to grow client relationships.

Ideal candidates have 10+ years P&C experience, an active license, and strong communication skills.