Personal Insurance Advisor

Overview

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 values partnerships and invests in relationships, learning, and delivering solutions for clients and teammates. This is an opportunity for a Personal Insurance Advisor to join our team in Meridian, .

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.

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.

• 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 AMS
  360

Location:

Meridian, Idaho; in-office with hybrid remote opportunities

Hours:

40 hours/week, Mon-Fri

Salary Range: $75, 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

• 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 (AMS
  360 or similar) and carrier platforms
• Strong communication skills with the ability to clearly explain coverage options and recommendations

• 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

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

TPG promotes a culture of inclusion and is committed to growing the diversity of…