Partners Group

Personal Insurance Advisor

Partners Group$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Active Property & Casualty insurance license
  • 5+ years of experience in insurance sales or account management
  • Proven success in personal lines insurance sales
  • Experience with affluent/high-net-worth clients
  • Familiarity with agency management systems like AMS360
  • Strong communication skills for client interactions

Responsibilities

  • Consult with clients to assess risk and recommend insurance solutions
  • Drive new business through referrals and personal prospecting
  • Manage and grow a book of business via cross-selling and retention
  • Prepare and present insurance proposals and renewals
  • Provide professional client service including policy changes and claims support
  • Track sales activity accurately in Salesforce and AMS360

Benefits

  • Comprehensive benefits package including generous Paid Time Off
  • Medical and Dental Insurance
  • Life and Disability Insurance
  • Retirement plan with employee ownership opportunities
  • Ongoing support for Continuing Education and professional designations
  • Hybrid work schedule for flexibility
  • Community involvement with paid volunteer time and charitable contribution matching
Full Job Description
Job Type

Full-time

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

Hours: 40 hours/week, Mon-Fri

Salary Range: $90,000-120,000 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


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.

About Partners Group

Partners Group is a global private markets investment management firm. The company manages a range of investment programs for institutional investors, including private equity, private real estate, private infrastructure, private debt, and private insurance solutions. Partners Group was founded in 1996 and is headquartered in Baar, Switzerland. The company has offices in North America, Europe, Asia, and Australia.
Learn more about Partners Group
Size
1,500 employees
Industry
Founded
1996

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