Senior Private Client Insurance Manager

The Partners Group

Renton (WA)

Hybrid

USD 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Hybrid Schedule

Job summary

The Partners Group in Renton, WA is seeking an experienced Private Client Account Manager to deliver premier service to affluent clients in personal lines. You’ll manage high-net-worth portfolios, advise on coverage options, and collaborate with Private Client Advisors and carriers to grow relationships.

Ideal candidates bring 10+ years in Property & Casualty, an active P&C license, and proven account management.

Qualifications

  • 10 years of Property & Casualty insurance experience
  • 5 years serving affluent and/or high-net-worth households
  • Active Property & Casualty Insurance license
  • 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

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

P&C Insurance
Affluent client advisory
Active P&C license
Client communication
Account management
AMS360
MS Office
Team collaboration
Attention to detail

Tools

AMS360
Carrier platforms
Microsoft Office

Job description

The Partners Group in Renton, WA is seeking an experienced Private Client Account Manager to deliver premier service to affluent clients in personal lines. You’ll manage high-net-worth portfolios, advise on coverage options, and collaborate with Private Client Advisors and carriers to grow relationships.

Ideal candidates bring 10+ years in Property & Casualty, an active P&C license, and proven account management.

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