Private Client Account Manager, Personal Lines

The Partners Group

. Serve as the primary point of contact for a portfolio of personal lines and high-net-worth clients .

Posted 9/15/2026full-timeRenton • Oregon • United StatesSeniorLead💰 $90,000 - $110,000 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 risk mitigation strategies while maintaining strong communication and relationship-building skills.

Highest-signal resume keywords

Property & Casualty Insurance ExperiencePersonal Lines Account ManagementActive Property & Casualty Insurance LicenseProficiency with AMS360Experience with High-Net-Worth Carriers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ManagementRisk Mitigation StrategiesCoverage AnalysisClient Account ReviewsInsurance Program Design

Soft Skills

Strong Communication SkillsAttention to DetailCollaborative Work StyleProblem-Solving SkillsClient Relationship Management

Tools & Technologies

AMS360Carrier PlatformsMicrosoft Office Suite

Certifications & Qualifications

CPRMARMCICAAICPCU

Industry Keywords

High-Net-Worth ClientsPersonal Insurance ProgramsAffluent HouseholdsInsurance Coverage EnhancementsCarrier Products

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 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

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
Experience advising affluent individuals and families on personal insurance programs
Strong written and verbal communication skills
Ability to explain complex coverage clearly
Proven personal lines account management experience
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, preferably AMS360
Proficiency with carrier platforms and Microsoft Office Suite
Self-sufficient, collaborative work style
Experience with high-net-worth carriers such as PURE, Chubb, Cincinnati, and similar markets
Experience meeting with clients and conducting comprehensive account reviews
Track record of doing what’s best for the client
Confidence recommending coverage enhancements and addressing insurance program gaps
Experience supporting Advisors with prospect proposals and presentations
Advanced insurance designations such as CPRM, ARM, CIC, AAI, or CPCU are a plus

Benefits

Comp & perks

Generous Paid Time Off
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Retirement plan
Employee ownership opportunities
Profit-sharing
Ongoing support and development
Continuing Education
Encouragement toward professional designations
Hybrid work schedule supporting flexibility
8 hours paid volunteer time per quarter
Charitable contributions matched by TPG
All-company holiday volunteer day