- Preparing proposals and making recommendations to prospects and existing clients
- Revenue generation through prospecting, account rounding and referrals from existing clients
- Providing client reviews to ensure client insurance portfolio is up to date and meets unique client needs.
- Analyzing client loss exposures
- Addressing eligibility/coverage questions with clients
- Serving as a liaison between client and insurance carrier when necessary
- Ensuring favorable claims processing and resolution
- A minimum of 7 years of experience as a Property & Casualty Advisor, Consultant, or an experienced Account Manager
- An active Property & Casualty Insurance license is required
- Excellent customer relations providing prompt, accurate, and friendly client service
- Clear, concise communication to build and maintain strong client relationships
- A high level of accountability and the ability to handle multiple client requests under tight deadlines
- Self-sufficient and able to work independently, as well as in team settings
- Strong organization and attention to detail
- Experience in AMS 360 agency management system
- Experience with multiple carriers including Safeco, Travelers, Cincinnati, Chubb, and PURE
- You are a proven insurance professional ready to take over management of an existing book of business: serving clients, answering questions, making policy recommendations, performing client account reviews in person or virtually, remarketing households that need a new carrier, writing new business from start to finish.
- Ability to work cohesively with a dedicated account manager to serve clients at the highest level
- Advanced Insurance designation(s) such as CPRM, ARM, CIC, AAI, or CPCU
- You have existing centers of influence to serve as referral sources
- You have a track record of doing what's best for the client
- A rich benefits package including generous Paid Time Off, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Retirement plan, and stock ownership opportunities
- Support & Development to cultivate your knowledge and Continuing Education to maintain or grow your professional designations
- 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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Personal Insurance Advisor - Renton, United States - The Partners Group - External
Description
Job Description
Job DescriptionDescription:Are you an experienced personal lines producer ready to take over a book of business?
Or are you a talented senior account manager ready to advance your insurance career into a producer role?
This could be the perfect opportunity for you
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 team that has won too many "Employer of Choice" awards to list? Let's work together
The Partners Group currently has an outstanding opportunity for a Personal Insurance professional to join our Personal Lines team, based in our Renton, WA office.
How you will have an impact at TPG
A Personal Insurance Advisor puts their client's best interests first. You are a partner who solves problems by building custom insurance strategies that discover, protect, and enhance your client's future.
You will grow your book of business through new sales and advising existing clients as their needs change over time. A TPG Personal Insurance Advisor is a Property & Casualty expert who educates their clients and ensures the best protection for their lives and property. We don't just sell insurance at The Partners Group; we protect lives and the assets that are most important to them.
What a typical day in this role looks like:
Key details
Location: Renton, WA (preferred), but open to other TPG locations or remote (with the ability to come into a TPG office periodically)
Hours: 40 hours/week, Mon-Fri
Compensation: $85,000 – 110,000 annual salary with commission incentives
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: Some local and regional travel is expected.
Requirements:What you'll bring to the table
What will make you really stand out
What TPG can offer you
Commitment To Diversity
TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities 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.
Apply Today
Complete the application using your resume A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us.
