Teams at The Partners Group, LTD

Manage a book of personal lines insurance clients: process policy changes, conduct renewal reviews, quote auto/home/umbrella, document interactions in AMS360, collaborate with service teams, and build long-term relationships to retain and grow business.

As an Account Manager, you'll manage client accounts, overseeing service requests, renewals, and coverage accuracy while building long-term relationships.

The Personal Insurance Advisor drives revenue by consulting clients on personal insurance solutions, managing accounts, and providing exceptional service. Responsibilities include assessing risks, cross-selling, and tracking client interactions in Salesforce.