Private Client Insurance Manager – Hybrid, High-Net-Worth

The Partners Group; Renton (WA); Hybride; USD 85 000 - 104 000; Plein temps

Avantages offerts par ce poste

PTO and health insurance

Retirement plan

Employee ownership opportunities

Profit-sharing

Hybrid work schedule

Volunteer time

Résumé du poste

The Partners Group in the Pacific Northwest region seeks an experienced Private Client Account Manager to manage high-net-worth personal lines with a client-first approach. You will protect assets by guiding clients through coverage options, renewals, and education, while partnering with Private Client Advisors and internal teams.

Ideal candidates bring 10+ years in P&C, active license, and a proven track record in affluent client service.

Qualifications

• At least 10 years of Property & Casualty insurance experience; 5 years serving affluent households.
• Active Property & Casualty Insurance license required.
• Experience advising affluent individuals and families on personal insurance programs.
• Strong written and verbal communication; ability to explain complex coverage clearly.
• Proven personal lines account management and knowledge of carrier products.

Responsabilités

• 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.
• Conduct annual renewal and account reviews to identify gaps and enhancements.
• Educate clients on policy features, endorsements, and risk mitigation strategies.
• Collaborate with Advisors, carriers, brokers, and MGAs on placements as needed.

Connaissances

Property & Casualty insurance

HNWI / affluent experience

Active P&C license

Client advisory

Communication skills

Account management

AMS360 familiarity

Carrier platforms

MS Office

Outils

AMS360

Carrier platforms

Microsoft Office

Description du poste

The Partners Group in the Pacific Northwest region seeks an experienced Private Client Account Manager to manage high-net-worth personal lines with a client-first approach. You will protect assets by guiding clients through coverage options, renewals, and education, while partnering with Private Client Advisors and internal teams.

Ideal candidates bring 10+ years in P&C, active license, and a proven track record in affluent client service.