The Partners Group · 18 hours ago
Personal Insurance Advisor
Meridian, ID
Full-time
Onsite
Senior Level
$75K/yr - $85K/yr
5+ years expThe Partners Group is a purpose-driven company committed to making a difference in the community. They are seeking a Personal Insurance Advisor who will drive revenue growth while delivering outstanding service to clients by providing personal insurance solutions and managing a book of business.
Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLegalProperty Insurance
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
Qualification
Required
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
Preferred
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
Benefits
Generous Paid Time Off
Medical and Dental Insurance
Life and Disability Insurance
A Retirement plan
Employee ownership opportunities
Continuing Education
8 hours paid volunteer time per quarter
Charitable contributions matched by TPG
An All-company holiday volunteer day
Company
The Partners Group
The Partners Group is an employee benefits consulting firm based in Oregon.
51-200 employees
H1B Sponsorship
The Partners Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (8)
2023 (6)
2022 (7)
2021 (1)
2020 (7)
Funding
Current Stage
Growth StageLeadership Team
Roderick Cruickshank
Executive Chairman
Recent News
Tech Funding News
2025-09-17
2025-09-17
Company data provided by crunchbase