Private Client Insurance Advisor - Hybrid/Remote

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

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