Private Client Account Manager

Description:

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG’s success is driven by a culture that values partnerships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing team that has won too many Employer of Choice awards to list? Let’s work together!

The Partners Group currently has an outstanding opportunity for an experienced insurance professional to join our Personal Lines division as a Private Client Account Manager - this team is based in our Renton, WA office but our Personal Lines department is spread across multiple locations.

How you will have an impact at TPG

A Private Client Account Manager puts their client’s best interests first. You are a partner who provides excellent service through stellar communication, problem solving, and client education. We don’t just sell insurance at The Partners Group; we protect the assets that are most important to our clients.

You will support your book of business by finding opportunities to enhance the client relationship and retain business. A TPG Private Client Account Manager is a Property & Casualty expert who builds and maintains strong client relationships by being the first point of contact for your clients, performing reviews, and assisting your team.

What a typical day in this role looks like

• Providing excellent client service including processing policy changes, problem solving, answering billing questions, providing information and solutions on coverage questions and changes, and claims processing.
• Following up on difficult client claims (such as automobile total, client injury or fire loss) where appropriate.
• Performing annual renewal reviews for all clients.
• Find solutions for business non-renewed by the existing carrier
• Work directly with carrier underwriters to place news lines of business with existing clients.

Key details

Location: Ideally Renton, WA or Portland, OR; in-office with hybrid remote opportunities. Open to considering fully remote option for exceptional candidates outside office commuting range.

Hours: 40 hours/week, Mon-Fri

Salary Range: $70,000 – 80,000 annually (DOE)

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal, if any

Requirements:

What you’ll bring to the table

• A minimum of 10 years of relevant personal lines of insurance experience; 5 years in serving an affluent market required
• An active Property & Casualty Insurance license required
• Excellent customer-relations skills and the ability to provide prompt, accurate, and friendly service
• Clear, concise, and professional communication skills to maintain strong client relationships
• A high level of accountability self-sufficiency, organization, and attention to detail
• Ability to handle multiple client requests under tight deadlines
• Self-sufficient and able to work independently, as well as in team settings
• Experience in AMS 360 agency management system

What will make you really stand out

• You have experience with multiple carriers, including PURE, Chubb, Cincinnati, and others
• You enjoy meeting and talking with clients about their household insurance program and performing account reviews
• You are comfortable making recommendations to enhance insurance program or fill gaps
• You enjoy working on a team, and have the ability to work cohesively with a dedicated Insurance Advisor to serve clients at the highest level
• You have an advanced insurance designation(s) such as CPRM, ARM, CIC, AAI, or CPCU
• You have a track record of doing what’s best for the client

What TPG can offer you

• A rich benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and Employee Stock Purchase Plan opportunities
• Support & Development to cultivate your knowledge and Continuing Education to maintain or grow your professional designations
• Community Involvement perks including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

Apply Today

Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us.

Please note:Direct applicants only.We are not accepting resumes or inquiries from external recruiters or staffing agencies.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.