Personal Insurance Advisor
About The Position
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.
Requirements
- 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
Nice To Haves
- 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
Responsibilities
- 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
