Personal Insurance Advisor at The Partners Group LLC

Meridian, Idaho, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Apr, 26

Salary

85000.0

Posted On

22 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Consultative Selling, Client Relationships, Risk Assessment, Cross-Selling, Account Management, Sales Activity Tracking, Communication Skills, Insurance Solutions, Policy Servicing, Coverage Recommendations, New Business Development, Salesforce, AMS360, Personal Lines Insurance, Affluent Households, Insurance Proposals

Industry

Financial Services

Description

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 has an exceptional opportunity for a Personal Insurance Advisor to join our team in Meridian, Idaho. This role is ideal for an experienced insurance sales professional who enjoys consultative selling, building long-term client relationships, and growing a book of business within an independent agency environment. How you will make an impact at TPG As a Personal Insurance Advisor, you’ll play a key role in driving revenue growth while delivering outstanding service to individuals and families. You’ll educate clients on personal insurance solutions, identify coverage gaps, and provide thoughtful recommendations that protect what matters most. Through new business development, cross-selling, and proactive account management, you’ll directly contribute to the long-term success of our clients, our team, and the agency. A typical day in this role Consult with individuals and families to assess risk exposures and recommend appropriate personal insurance solutions (auto, home, umbrella, and related coverages) Drive new business through internal referrals, existing client referrals, and personal prospecting efforts Manage and grow an assigned book of business through cross-selling, account rounding, and retention strategies Prepare and present insurance proposals, renewals, and remarketing recommendations using agency tools and templates Provide prompt, professional client service, including policy changes, coverage questions, and claims support Track sales activity, opportunities, and client interactions accurately in Salesforce and AMS360 Key details Location Meridian, Idaho; in-office with hybrid remote opportunities Hours: 40 hours/week, Mon-Fri Salary Range: $75,000-85,000 annually (DOE), plus commission 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: As needed Requirements What you’ll bring to the table Active Property & Casualty insurance license 5+ years of experience as an insurance producer and/or account manager, preferably within an independent insurance agency Demonstrated success in personal lines insurance sales and consultative, referral-based selling Experience working with affluent to high-net-worth households Working knowledge of agency management systems (AMS360 or similar) and carrier platforms Strong communication skills with the ability to clearly explain coverage options and recommendations What will make you really stand out Experience quoting and servicing policies with carriers such as Safeco, Chubb, PURE, Cincinnati, Auto-Owners, or Progressive Familiarity with personal lines rating tools (PL Rater preferred) Proven ability to grow and retain a personal lines book of business over time Experience collaborating cross-functionally (e.g., commercial or benefits teams) for referral opportunities Why join The Partners Group? At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes: A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities Ongoing support & development, including Continuing Education and encouragement toward professional designations A hybrid work schedule that supports flexibility while maintaining strong team connection 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.

Responsibilities

As a Personal Insurance Advisor, you will consult with clients to assess their insurance needs and recommend appropriate solutions. You will also manage and grow your book of business through new business development and proactive account management.