Private Client Insurance Account Manager – High Net Worth

The Partners Group; Meridian (ID); Hybrid; USD 85,000 - 104,000; Full time

Benefits offered by this job

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Profit-sharing

Hybrid schedule

Job summary

The Partners Group in Renton, WA or Portland, OR is seeking an experienced Private Client Account Manager to support affluent clients and grow relationships across personal lines. This hybrid in-office role offers a competitive salary and career growth within a leading NW broker.

Ideal candidates have 10+ years in Property & Casualty, a current P&C license, experience serving high-net-worth households, and proficiency with AMS360 and client communications.

Qualifications

• At least 10 years of Property & Casualty insurance experience, with 5 years serving affluent/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 to explain complex coverage clearly.

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 Advisor with proposals, prospect opportunities, and client presentations as needed.

Skills

Relationship mgmt

Communication

P&C license

HNW insurance

Policy advisory

AMS360

Detail oriented

Tools

AMS360

Job description

The Partners Group in Renton, WA or Portland, OR is seeking an experienced Private Client Account Manager to support affluent clients and grow relationships across personal lines. This hybrid in-office role offers a competitive salary and career growth within a leading NW broker.

Ideal candidates have 10+ years in Property & Casualty, a current P&C license, experience serving high-net-worth households, and proficiency with AMS360 and client communications.