Insurance Professional
3 weeks ago
The Partners Group is a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. Our culture values partnerships, where we invest in relationships, seek to learn, create winning solutions, and deliver on our commitments. This approach has earned us numerous Employer of Choice awards.
Salary Range
We offer an annual salary of $73,000-$83,000 based on experience and qualifications. We also provide a comprehensive benefits package, including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and Employee Stock Purchase Plan opportunities.
Job Description
A Private Client Account Manager plays a critical role in serving affluent clients by providing exceptional service, stellar communication, problem-solving, and client education. This position involves supporting a book of business, enhancing client relationships, and retaining business. The ideal candidate will have experience with multiple carriers, including PURE, Chubb, Cincinnati, and others.
Key Responsibilities
* Provide excellent client service, processing policy changes, problem-solving, answering billing questions, and claims processing.
* Follow up on difficult client claims and perform annual renewal reviews for all clients.
* Find solutions for business non-renewed by existing carriers and work directly with carrier underwriters to place new lines of business with existing clients.
Requirements
* Minimum 10 years of relevant personal lines of insurance experience, with at least 5 years in serving an affluent market required.
* Active Property & Casualty Insurance license required.
* Excellent customer-relations skills, clear, concise, and professional communication skills, and high-level accountability, self-sufficiency, organization, and attention to detail.
* Ability to handle multiple client requests under tight deadlines, work independently, and in team settings.
Benefits
* Comprehensive benefits package, including Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and Employee Stock Purchase Plan opportunities.
* Support and Development to cultivate knowledge and Continuing Education to maintain or grow 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.
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