Personal Insurance Advisor

Personal Insurance Advisor

Portland, OR Personal Lines

Job Type

Full-time

Description

Find your place at The Partners Group, a purpose-drivenpanymitted to making a difference in ourmunity 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 amazinganization that has won too many to list? Let's work together!

The Partners Group has an exceptional opportunity for a Personal Insurance Advisor to join our team in Portland, Oregon.

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 rmendations 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 rmend 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 rmendations 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: Portland, OR; in-office with hybrid remote opportunities

Hours: 40 hours/week, Mon-Fri

Salary Range: $90,000-120,000 annually (DOE), plusmission

Physical Requirements: Ability to sit for long periods of time, ability tomunicate 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

Strongmunication skills with the ability to clearly explain coverage options and rmendations

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.,mercial 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 w 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:

Aprehensive 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 Allpany holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and ismitted to growing the diversity of our workforce. This is a place w all employees have the opportunity to achieve their goals and meet the needs of our clients and themunities 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.

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,pensation and training.

We use E-Verify to confirm the identity and employment eligibility of all new hires.