Private Client Account Manager, Personal Lines

The Partners Group

Private Client Account Manager managing personal lines insurance for affluent clients at TPG. Focused on building relationships and delivering exceptional service through problem-solving and proactive education.

Posted 7/24/2026full-timeRenton • Oregon, Washington • 🇺🇸 United StatesSeniorLead💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in Property & Casualty insurance, particularly in managing personal lines for high-net-worth clients. Proficient in client service, policy management, and effective communication of complex insurance concepts.

Highest-signal resume keywords

Property & Casualty Insurance ExperiencePersonal Lines Account ManagementActive Property & Casualty Insurance LicenseClient Service ExcellenceAgency Management Systems Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy ManagementCoverage AnalysisRisk Mitigation StrategiesAccount ReviewsInsurance Program Advising

Soft Skills

Strong Communication SkillsAttention to DetailCollaborative Work StyleProblem-Solving AbilityResponsiveness

Tools & Technologies

AMS360Carrier PlatformsMicrosoft Office Suite

Certifications & Qualifications

Active Property & Casualty Insurance License

Industry Keywords

High-Net-Worth ClientsPersonal Insurance ProgramsAffluent HouseholdsPolicy EndorsementsCoverage Gaps

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

At least 10 years of Property & Casualty insurance experience
5 years serving affluent and/or high-net-worth households
Active Property & Casualty Insurance license (required)
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

Benefits

Comp & perks

A comprehensive benefits package including generous Paid Time Off
Medical, Dental, and Vision Insurance
Life and Disability Insurance
A Retirement plan
Employee ownership opportunities
Profit-sharing
Ongoing support & development, including Continuing Education and encouragement toward professional designations
A hybrid work schedule that supports flexibility while maintaining strong team connection
Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day