Account Manager, Personal Lines chez The Partners Group LLC

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 organization that has won too many “Employer of Choice” awards to list? Let’s work together!

The Partners Group currently has an outstanding opportunity for a licensed insurance professional to join our Personal Lines team in Portland, OR as an Account Manager.

How you will make an impact at TPG

A Personal Lines 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 lives and the assets that are most important to them. 

You will support your book of business by finding opportunities to enhance the client relationship and retain business. A TPG Personal Lines 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.

A typical day in this role

• Add value to client relationships by making recommendations to enhance existing coverage
• Process policy changes, problem solve, and provide information and solutions on client coverage questions
• Conduct comprehensive annual renewal reviews to ensure each client’s needs are met and coverage gaps are identified
• Collaborate with Customer Service Representatives, Virtual Assistants, and Claims Managers to provide seamless support
• Build and strengthen client relationships, particularly with affluent and high-net-worth households
• Accurately document all client interactions in the agency management system (AMS360)

Key details

Location: Portland, OR; in-office with hybrid remote opportunities

Hours: 40 hours/week, Mon-Fri

Salary Range: $65,000-75,000 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

• Active Property & Casualty Insurance License
• Minimum 5 years of experience as a Personal Lines Account Manager, preferably with an independent insurance agency
• Experience working with affluent and high-net-worth households
• Proficiency with agency management systems (AMS360 strongly preferred)
• Experience using a personal lines rater (PL Rater strongly preferred)
• Strong knowledge of major carriers such as Safeco, Chubb, PURE, Cincinnati, Travelers, Progressive, Foremost, Arrowhead, GeoVera
• Excellent verbal and written communication skills with the ability to explain coverage clearly to clients
• Strong organization, attention to detail, and ability to manage multiple client needs effectively
• Intermediate to advanced proficiency in Microsoft Office Suite, especially Excel and Word

What will make you really stand out

• Proven ability to build long-term client relationships that result in referrals and renewals
• Strong technical troubleshooting skills within agency systems
• Ability to balance multiple requests under tight deadlines
• Self-sufficient and comfortable working independently as well as part of a collaborative team
• Strong self-sufficiency and able to work independently, as well as in team settings

Why join The Partners Group?

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest. We value collaboration, integrity, and putting clients first – all while supporting our team members with opportunities for growth, a hybrid work schedule, and a supportive, professional environment. This includes:

• A rich benefits package including generous paid time off, medical and dental insurance, life and disability insurance, retirement plan, and employee stock purchase program 
• Support and development to cultivate your knowledge and continuing education to maintain or support 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

If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us!

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

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.

We use E-Verify to confirm the identity and employment eligibility of all new hires.