Senior Private Client Insurance Manager – HNW

The Partners Group; Portland (OR); Ibrido; USD 85.000 - 104.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Retirement Plan

Employee Ownership

Profit Sharing

Continuing Education

Professional Designations

Hybrid Work

Volunteer Time Off

Charitable Matching

Holiday Volunteer Day

Descrizione del lavoro

The Partners Group in the Pacific Northwest is hiring a Private Client Account Manager to serve affluent clients with tailored personal lines coverage. You will protect assets and educate clients while working closely with Private Client Advisors and internal partners.

This role emphasizes long-term relationships, precise policy management, and proactive service. In-office with hybrid options in Renton, WA or Portland, OR, with remote possibilities for highly qualified candidates.

Competenze

• 10+ years of Property & Casualty insurance experience
• Active Property & Casualty license required
• Experience advising affluent individuals/families on personal insurance programs
• Strong written and verbal communication skills
• Proficiency with AMS360 and carrier platforms; MS Office
• Ability to manage multiple client requests with accuracy and responsiveness
• Collaborative, self-sufficient team player

Mansioni

• Serve as primary contact for a portfolio of personal lines and high-net-worth clients
• Provide excellent client service: policy changes, billing questions, coverage inquiries
• Perform annual renewals and account reviews to identify gaps and opportunities
• Educate clients on policy features, endorsements, and risk mitigation
• 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, opportunities, and client presentations

Conoscenze

P&C Insurance

Active License

Affluent Advisory

Communication Skills

Policy Knowledge

Account Management

Multi-client Handling

Team Collaboration

Strumenti

AMS360

Carrier platforms

Microsoft Office

Descrizione del lavoro

The Partners Group in the Pacific Northwest is hiring a Private Client Account Manager to serve affluent clients with tailored personal lines coverage. You will protect assets and educate clients while working closely with Private Client Advisors and internal partners.

This role emphasizes long-term relationships, precise policy management, and proactive service. In-office with hybrid options in Renton, WA or Portland, OR, with remote possibilities for highly qualified candidates.