High Net Worth Account Manager — Private Client Insurance

Job overview

The High Net Worth Account Manager — Private Client Insurance role is onsite in Tacoma, WA. Compensation is $85,000–$95,000 per year. The client is a regional insurance agency serving commercial, personal, and group benefits clients, with a high-touch service approach. The account manager owns relationships with an established portfolio of affluent clients, handling personal insurance needs and coordinating with carriers and internal partners to provide clear coverage guidance and ongoing account service without cold calling or sales quotas.

What you'll do

• Serve as primary contact for high-net-worth personal insurance accounts
• handle policy changes, billing, coverage questions, endorsements, claims, certificates, and auto ID cards
• work with carriers and brokers to place risks
• quote and manage personal coverage lines
• gather underwriting information
• prepare annual review summaries
• support proposals and client presentations
• explain market and underwriting changes
• pursue account rounding, cross-selling, and referrals within the existing client base.

What we're looking for

Skills & competencies

high net worth account manager

private client insurance

personal lines

client relationship management

property & casualty license

tacoma wa

careerpaths nw

full-time

$85k–$95k/year

white-glove service

no cold calling

no sales quotas

weekend work

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-paid medical, dental, vision, HSA, life insurance, and 401(k) with company match.

Why this role

Requires at least 10 years of personal lines insurance experience, including five years serving affluent or high-net-worth clients, and active Washington and Oregon Property & Casualty licenses. The role has no cold calling, quotas, or new-business requirements.

About the employer

CareerPaths NW is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.