The Partners Group

Account Manager

• Serve as the primary point of contact for a portfolio of personal lines and high-net-worth clients
• Provide client service for policy changes, billing questions, coverage inquiries, and problem-solving
• Perform annual renewal and account reviews
• Identify 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 Advisors with proposals, prospect opportunities, and client presentations as needed
• Build and grow long-term client relationships
• Help clients navigate complex personal insurance decisions
• Collaborate with Private Client Advisors and internal partners
• Ensure insurance programs evolve with clients’ changing needs and risk exposures

Private Client Account Manager, Personal Lines