Private Client Account Manager, Personal Lines

Socket.dev; Seattle (WA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Generous PTO

Medical, Dental, Vision Insurance

Life & Disability Insurance

Retirement plan

Profit-sharing

Job summary

The Partners Group is seeking an experienced Private Client Account Manager to serve high-net-worth clients in personal lines. You’ll protect client assets with proactive education, clear communication, and thoughtful problem solving, building long-term relationships built on trust.

This hybrid role offers an in-office base with flexible remote options for highly qualified candidates. Location options include Renton, WA or Portland, OR, with US remote eligibility for exceptional candidates

Qualifications

• At least 10 years of Property & Casualty insurance experience.
• 5 years serving affluent/high-net-worth households (required).
• Active Property & Casualty license (required).
• Experience advising affluent individuals and families on personal insurance programs.

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 and coverage inquiries.
• Perform annual renewal and account reviews; identify gaps and enhancement opportunities.
• Educate clients on policy features, endorsements and risk mitigation strategies.
• Manage policy changes 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.

Skills

Client relations

Communication

P&C insurance

Affluent clients

Multitasking

Tools

AMS360

MS Office

Job description

Description

Find your place at The Partners Group, 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. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing team that has won too many "Employer of Choice" awards to list? Let’s work together!

The Partners Group currently has an outstanding opportunity for an experienced insurance professional to join our Personal Lines division as a Private Client Account Manager.

How you will have an impact at TPG

A Private Client Account Manager puts their clients’ best interests first. You are a trusted partner who provides exceptional service through clear communication, thoughtful problem-solving, and proactive client education.

We don't just sell insurance - we protect the assets that matter most to our clients. In this role, you'll 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. You'll serve as a key resource for affluent individuals and families, ensuring their insurance programs evolve alongside their changing needs and risk exposures.

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. You'll be most successful if you enjoy collaborating with others while also taking ownership of your work and recommendations.

What a typical day in this role looks like

• 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

Key details

Title: Private Client Account Manager

Location: Renton, WA or Portland, OR preferred; in‑office with hybrid opportunities

**Open to fully remote for highly‑qualified candidates residing outside TPG office commuting range (Pacific, Arizona, or Mountain time zones preferred)

Hours: 40 hours/week, Mon‑Fri

Salary Range: $90,000 – 110,000 annually (DOE), salary‑exempt

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal, if any

Requirements

What you’ll bring to the table

• 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

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

What TPG can offer you

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client‑first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long‑term growth - and we invest in our people so they can do their best work. This includes:

• 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

TPG promotes a culture of inclusion and is 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. The sum of our individual differences drives our culture, reputation, and achievements.

PLEASE NOTE: We are not accepting profiles or inquiries from external recruiters or staffing agencies. Direct applicants only.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We use E‑Verify to confirm the identity and employment eligibility of all new hires.