Looking for jobs in other states? Colorado Jobs | North Carolina Jobs | Job Search Florida

Find jobs in Washington today!

To post a job, login or create an account |  Post a Job

  Jobs in Washington  

Bringing the best, highest paying job offers near you

Slide 1
Slide 2
Slide 3
previous arrow
next arrow

Private Client Relationship Manager

The Partners Group

This is a Full-time position in Bellevue, WA posted August 7, 2021.

PRIVATE CLIENT RELATIONSHIP MANAGER

Bellevue, WA

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 in Bellevue currently has an outstanding opportunity for an experienced Private Client Relationship Manager.

How you will have an impact at TPG

A Private Client Relationship Manager is experienced in serving affluent individuals and families.

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 the right mix of carriers to meet the needs of high net-worth households with multiple homes, artwork, jewelry and collections.

A TPG Private Client Relationship 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 putting together quotes, and supporting the Advisor with comprehensive recommendations.

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.

Preparing Insurance Proposals with team recommendations Documenting all client work in the agency management system and helping to solve technical issues with the agency management system.

Support the Advisor in selling additional lines and endorsements to enhance client coverages and meet client needs.

Key details

Location: Bellevue, WA

Hours: 40 hours/week, Mon-Fri

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.

What you’ll bring to the table
Knowledge of Affluent & High Net Worth carrier coverage and underwriting requirements is essential: PURE, Chubb, Nationwide Private Client Excellent customer relations skills and the ability to provide prompt, accurate, and friendly client service Clear, concise communication to maintain strong client relationships A minimum of 5 years of experience in the field of Property & Casualty and 7 years of customer service experience.

An active Property & Casualty Insurance license is required A high level of accountability and the ability to handle multiple client requests under tight deadlines Self-sufficient and able to work independently, as well as in team settings Strong organization and attention to detail Experience in AMS 360 agency management system

What will make you really stand out
Experience with other HNW carriers including Encompass, AIG and Cincinnati Ability to work cohesively with a dedicated Insurance Advisor to prepare portfolios for affluent prospects Advanced Insurance designation(s) such as CPRM, ARM, CIC, AAI, or CPCU Comfortable in Excel and PowerPoint 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, and Retirement plan 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.

Apply Today!

Send your cover letter and resume to .

*

Washington State Resources for unemployed workers
Washington State Unemployment benefits
Washington State contact information for unemployed workers
Washington State Temporary layoffs, standby and furloughs
Washington State Job search requirements
Washington State COVID-19 information