Senior Private Client Insurance Manager (Hybrid/Remote)

The Partners Group; Seattle (WA); 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

Education support

Descrizione del lavoro

The Partners Group in Renton/Portland seeks a Private Client Account Manager to serve affluent clients in personal lines. You’ll manage relationships, advise on coverage, and collaborate with Private Client Advisors to safeguard clients’ assets.

This role emphasizes long-term client relationships, high service levels, and proactive guidance in personal insurance, with hybrid in-office options and salary range disclosed.

Competenze

• At least 10 years of Property & Casualty insurance experience.
• 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.
• Proven personal lines account management experience and knowledge of carrier products.
• Proficiency with agency management systems (AMS360 preferred).
• A self-sufficient, collaborative work style, effective both independently and as part of a team.

Mansioni

• 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, and coverage inquiries.
• Perform annual renewal and account reviews, identifying gaps and enhancements.
• 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 Advisors with proposals, prospects, and client presentations as needed.

Conoscenze

P&C Insurance

High-net-worth clients

Active P&C license

Client advisory

Communication skills

Account management

AMS360 familiarity

Teamwork

Strumenti

AMS360

Microsoft Office

Descrizione del lavoro

The Partners Group in Renton/Portland seeks a Private Client Account Manager to serve affluent clients in personal lines. You’ll manage relationships, advise on coverage, and collaborate with Private Client Advisors to safeguard clients’ assets.

This role emphasizes long-term client relationships, high service levels, and proactive guidance in personal insurance, with hybrid in-office options and salary range disclosed.